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Case Study

Document Processing Automation For A Financial Services Firm

  • Challenge

    This top global asset management firm needed a solution for document preparation, scanning and check deposit processes that would:

    • Provide a robust business continuity plan
    • Improve methods for compliance
    • Automate document workflows
    • Reduce real estate costs.
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  • Solution

    • Transitioned processes from on-site to SPS’ state-of-the-art Document Processing Center in El Paso, Texas, with back-up at our Alamogordo, NM DPC to ensure business continuity
    • Streamlined processes using “One-Touch Processing” technology
    • Implemented tools for tracking both physical and digital documents
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  • Benefits

    • No service disruption: Phased implementation for seamless transition
    • Improved compliance & business continuity: Ensuring data integrity
    • Increased efficiency: Automated document processes
    • Cost savings: Reduced costs for labor and real estate
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