Solutions

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Document Management

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Industry

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Finance

Access to documented policies and procedures as well as client and business correspondence is essential to promote good customer service and best practice throughout all financial institutions from insurance brokers to building societies, mortgage lenders and banks.

All financial organisations are controlled and regulated by the Financial Services Authority (FSA) in the UK and by the Financial Regulator (FR) in Ireland, but also need to comply with government legislation such as Money Laundering and the Consumer Credit and Data Protection Acts. They also need to adhere to the Banking Code and regulations covering Health and Safety and Local Trading Standards, to name but a few.

Without comprehensive and up-to-date procedures in place and available for all staff to access in a timely manner, compliance would be impossible – training courses, internal communications and word of mouth are not enough.

If all outgoing and incoming correspondence, e-mails, faxes and other documents are not electronically managed and centrally accessed, there will be a loss of productive working time spent by staff filing or retrieving business documents and a higher risk of lost, damaged or stolen information.

Maxima's intuitive on-line filing and retrieval system for scanned and electronic business correspondence will fully integrate with your core IT applications, e.g. Open GI and Relay broker management systems. The solution provides a secure archive of all files and monitors document usage and versions for audit and reporting purposes.

If you don't have the necessary resources, skills and time to write financial procedures and processes that leave no room for regulatory or internal misunderstanding, our Documentation Services team of experienced technical authors can relieve you of this burden.

Maxima's on-line solutions helps financial institutions promote good customer service and best practice by:

• Providing your staff and the public with fast, secure access to a wide range of information
• Saving staff time and money answering questions from the public
• Delivering a system that is usable by all departments, with an audit trail for analysis of use
• Standardising the approvals process for creating key documents and enabling efficiency via workflow and collaboration
• Offering a quick to implement and ready to use affordable solution that fits in with your existing intranet, website and business applications, integrates with Microsoft Office and can be managed by non-technical staff

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