Paperless Banking Reports For Your Financial Clients

Doxim eReports make Banking Report Management easier

The Banking Report Management Dilemma

Every day financial institutions follow rigorous policies and procedures to ensure secure and efficient handling of critical business information. One of these daily processes requires financial institutions to process numerous reports generated by their banking system, which must be reviewed and then securely archived. Banking reports are essential, yet more often than not, this review process is manual and time consuming, resulting in headaches for both the business and IT staff.

Depending on the nature of a particular banking platform, many of the reports need to be printed, reviewed, signed and placed into hardcopy storage. Many financial institutions have noted this traditional paper based method of report management as an operational pain point. We have listened to our customers and developed an innovative, easy to use and cost efficient paperless method of report management – called Doxim eReports.

The Paperless Banking Report Management Solution

Doxim eReports is a new capability offered by Doxim that provides users with a quick, easy and very elegant alternative to the tedious manual task of daily banking report management.

How it works

Doxim receives the daily batches of reports directly from the banking system. The raw data is reformatted for readability and then uploaded to Doxim’s central content repository, removing the need for your IT group to get involved in manipulating the raw data for readability (e.g. by using Word macros, which must be maintained across multiple versions of MS Word).

Features

• Easy on-line review and approval process, including digital time and date stamping of reviews
• Automated review workflow, including the production and archiving of reports
• User access permissions and filtering limits who gets to see what reports

Benefits

• Automates and speeds up the review and approval process, leading to increased staff efficiency
• Digital time and date stamping of reviews provides greater transparency during the audit process
• Provides for greater information security and control than current shared folder approach allows
• Contributes to an institution’s green initiatives while saving print (toner), paper and storage costs

Find Out More

Read the 10 Reasons Why eReports Make Sense

Read the Doxim eReports Brochure