Omtool™ - Omtool Solutions for Business Continuity in Financial Services
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Does this describe your company’s paper document processes?
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Omtool Solutions for Financial Services

Corporate governance issues have led to broad regulatory frameworks that require companies to reexamine how they handle corporate documents (both paper and electronic) and their associated information management infrastructure.

These regulations affect all publicly traded organizations - but they have a special impact on financial services companies. As a result, many are implementing rigorous document retention policies based on specific compliance requirements such as Sarbanes-Oxley, Gramm-Leach Bliley, the Security Exchange Act of 1934 and Anti-Money Laundering (AML) statutes to ensure required documents are retained (and immediately accessible) for the specified period of time.

What's more, in the wake of recent natural disasters, financial services firms have re-examined their business continuity and security strategies to more effectively manage paper flows and ensure fast resumption of operations .

AccuRoute for Financial Services

AccuRoute is the document-handling platform that collects content from various sources (hardcopy, e-mail, fax, or other information streams) converts it to and from numerous formats compresses it, composes it (such as merging documents), and passes the finished product to the various destinations such as recipients, archives, or output devices. AccuRoute gives financial services organizations:
  • Comprehensive Document Retention - Capture mixed-mode (both paper and electronic) documents and distribute to required destinations simultaneously. Distribution rules (electronic filing, destinations, formats, etc.) represented by "embedded directives" may be re-used and shared to eliminate redundancy.
  • Document Integrity - Create electronic versions of documents that preserve the documents' original appearance.
  • Information Security - Maintain document security and information privacy through AccuRoute's secure integration and delivery as well as its tracking features.
  • Document Accessibility - Process and store mixed-mode documents in one central location or in multiple locations (simultaneously) as well as create text-searchable documents.

AccuRoute is used today by leading financial firms for:

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