DocuStep

DocuStep's solutions aim to improve productivity, efficiency, compliance and customer service at businesses across various industries. Our extensive experience in Business Process Management combined with the flexibility of our FormSpeed solution, allow us to easily handle even the most complex business processes.

    Banking, Brokerage:
    Account Opening I Customer Services Requests I Loan Originations

    Insurance:
    Application for Insurance I Underwriting Review I Claims Processing

    Human Resources:
    Performance Reviews I Change Notices I Benefit Enrollment

    Healthcare & Pharmaceuticals:
    Claim Forms I Patient Registration I Clinical Research

    Government & Education:
    Tax Forms I Vehicle Registration I Business Permits I Census Forms

Regardless of the specific industry sector, by automating your paper based processes 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


New! SAM (System Access Management):

DocuStep specializes in providing companies with a complete, out-of-the-box tool for managing the access given to your employees to the various systems in your company. FormSpeed's SAM is perfect for organizations seeking to manage and track the system access approval process as well as maintain complete information and history for auditing purposes.

To find out more about FormSpeed's SAM, CLICK HERE


A Focus on the Financial Sector:

In today's variable financial atmosphere, it is even more important for the financial services industry to leverage every opportunity to streamline their processes, reduce costs and maintain customer loyalty. 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 to implement solutions that comply with constantly changing government mandates. The result is a solution that is capable of balancing rapid transaction processing and compliance with federal and state regulations all while sustaining customer satisfaction.

DocuStep 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.

Click here to read a case study on how our FormSpeed solution helped an International bank become KYC compliant while improving their account opening process.




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