FINANCIAL

KOFAX POWER PDF FOR FINANCIAL SERVICES

 

Balancing security, governance, workflow empowerment and cost

 

 Customer demand for instantaneous, 24/7 access to service plus the increase in regulatory demands concerning the privacy, retention, and audit requirements for financial records, motivated financial services firms to manage and process transactions and information online. PDF documents continue to be a challenge striking the right balance between security, governance, workforce empowerment and cost.

Power PDF helps financial services organizations operate efficiently while helping to ensure the security and integrity of sensitive documents:

 

                                                        
              

                  

              • Financial records management and archiving
                • Document-signing capabilities with DocuSign
                • Forms management
                • PII and financial privacy compliance initiatives
                • Document assembly and collaboration
                • FileOpen rights management policy

 

DIGITIZE Utilize the FormTyper tool to convert any paper form to an electronic form. Make all documents searchable with just a click.

PREPARE Add, rearrange, duplicate or delete pages with ease. Quickly add headers and footers, watermarks or Bates numbers. Combine all forms and documents in a PDF portfolio.

	SECURE Redact any confidential information to ensure it’s not viewed by unauthorized parties. Password protect and encrypt the entire loan packet.		CLOSE Send for electronic signature using integrated DocuSign. Quickly archive the loan packet in your preferred document management system.