Since 1996, Docustep has worked closely with a variety of financial services organizations including banks, brokerage firms, insurance companies, accounting firms, mortgage brokers, and others.

Docustep’s work for these clients comprises applications such as new account opening, customer statements and report distribution, online confirmations and e-mail archiving.

Docustep also has in-depth knowledge of the industry rules and regulations that govern the gathering, processing, storage, security and protection of your company files and documents, including SEC 17a-4, the Sarbanes-Oxley Act, the Bank Secrecy Act, USA PATRIOT Act, and many others.

Regardless of the specific financial sector, all of our solutions aim at achieving:
 
     • Higher staff productivity
     • Reduction of operating costs
     • Improved customer service
     • Compliance with industry regulations
     • Superior document security and access control
     • Business continuity and disaster recovery