Go Vertical - Finance


Financial institutions consistently express to us the following challenges: How do we streamline processing workflows, improve security to safeguard financial records, ensure compliance with regulatory demands, and maximize valuable IT resources? Datamax’s technology portfolio addresses such challenges by lowering costs, automating processes, and improving communication between bank officers, consumers, shareholders and regulatory agencies. Count on Datamax to maximize the technology that matters!

Datamax can help you:

  • free up time and increase productivity through easy-to-use enhanced document and imaging workflow solutions,
  • eliminate the costs of faxing and mailing applications, banking order tickets and transaction forms,
  • access client and financial transaction records immediately, to help branch representatives and home office staff work together more effectively to deliver better, faster client service,
  • integrate document and content management with CRM systems and other business-critical applications, and
  • ensure compliance with fast-changing regulatory demands, enhance security to safeguard financial records and protect client confidentiality.

Advantages You'll Realize.

Document/Client Security

Utilize advanced security and forensic tools—identifying the who, what, when and where of any financial document activity. From job overwrite to hard disk drive encryption and lock, leverage robust MFP functionality to protect financial records and Personal Identifiable Information (PII).

Regulatory Compliance

Course materials, educational reportsSimplify compliance with PCI Data Security Standards, Sarbanes-Oxley Act and other federal, state and local statutes. Leverage IT tools and capabilities to ensure successful audits and to avoid costly penalties.

Workflow Management

Improve productivity and reduce time with customized and integrated workflows that combine multiple tasks into single processes. Accelerate transaction approvals and minimize delays with workflow automation, distributed capture and other business process optimizations.

Electronic Image Management

Increase productivity by automatically converting scanned images to editable documents, in multiple file formats, directly from an MFP device.

Cost Reduction and Management

Eliminate expensive pre-printed banking forms, minimize the need for multiple fax lines, and control print costs through enforceable print policies.

Services We Offer.

Technology Consulting

Align important architectural-related goals with technology through Datamax XpertTM consulting. We can help you assess and improve how your current document and information technologies are supporting your core business requirements.

Network Management

Leverage comprehensive network services featuring TechCare® Managed IT Services, Cloud Services, Information Security Services, and TechXpertTM for IT Specific Projects—all with 24/7 TechView® remote help desk support.

Print Management

Optimize your print output through best-in-class print technology and the industry’s most responsive approach to managed print services— PrintCareTM. All supported 24/7 by PrintViewTM—remote access for printing and connectivity.

To request more information, client references, or schedule an appointment, please give us a call or contact us today.