Scanning Transforms Mailroom and Customer Records

Like all financial institutions are required to do, a Netherlands-based asset management company kept detailed records of its customer communications. They managed around €250 billion in assets each year for both institutional and private clients. That’s a lot of investors, generating an overwhelming amount of customer records spread across multiple locations in several departments. The firm wanted to streamline their slow, manual process for managing documents.

Incoming documents landed in the mailroom first, so that’s where we started. We developed a simplified, integrated mailroom workflow solution that centered around a Xerox® Xerox DocuMate® production scanner and a suite of intelligent capture software, including Visioneer® OneTouch®. Our solution completely revolutionized their mailroom and automated their document processes.

Check out the asset management firm’s results, and read the case study for more.

 •    Entire workflow requires touch of just one button
 •    50% reduction in labor time needed for scanning
 •    Automated distribution of incoming mail
 •    More secure environment to meet regulations
 •    30% annual document management cost savings

Contact Us