Solutions for Financial Services

Enabling the Paperless Branch.

No More Paperwork!

Rethink the way you handle corporate documents. Increasingly stringent compliance guidelines, coupled with the need for more efficient business processes requires financial organizations to automate document-centric workflows. Don’t bury your employees and clients in paperwork. Make the move to the paperless branch.


Financial Solutions Highlights

  • Increase customer satisfaction and save time when you automate processes related to new client onboarding, loan and mortgage origination, contract management, fax-based branch communications, and more.
  • Meet regulatory requirements for transparent, accessible and auditable capture and fax communications amongst employees.
  • Empower your staff to move faster with one extensible, easy-to-use platform that takes documents and puts them into highly-accessible back-end processes.
  • Lower your total costs by consolidating fax infrastructure by relying on Fax over IP technology that enables least cost routing.
  • Reduce risk and improve auditing and tracking by using a highly-scalable, reliable infrastructure that seamlessly supports a wide range of geographically dispersed financial institutions.
  • Protect sensitive data with secure communications and the ability to holding documents until authorized users can access them.

Related Solutions

Some of the world’s largest financial services firms rely on Omtool™ AccuRoute® solutions to create smarter document workflows, lower costs, and reduced risk with solutions for:

Paperless Branch—reduce or eliminate reliance on paper documents by providing a highly scalable, reliable and extensible platform that supports small and large institutions, a wide range of employees, and thousands to millions of pages of scanned documents and images. Get the paper out of the courier bag and into the digital stream.

Compliant Faxed-Based Communications—meet regulatory guidelines thanks to our secure and compliant fax-based communication infrastructure that keeps sensitive customer data intact and accessible only to authorized users.

Secure Communications—handle regulated employee communications by keeping them transparent, accessible and auditable – meeting regulatory requirements such as Sarbanes-Oxley, Gramm-Leach-Biley, SEC 17-A(4), and Anti-Money Laundering.

Loan processing and mortgage origination—accelerate and simplify your workflows to improve productivity, reduce document handling costs and improve customer satisfaction thanks to faster processing time.

Client Onboarding—bring new clients online faster on everything from desktops and laptops to tablets so that no matter where your branch location, you are informed and prepared to offer fast service to clients.

Consolidated Fax Infrastructure—eliminate costly, legacy fax lines and hardware through the use of Fax over IP (FOIP) and advantages of least cost routing capabilities.


Related Services

Finally a vendor that cares as much about your business as you do. Omtool is committed to maintaining a true partnership with our customers, providing the support services necessary for using Omtool products successfully.

Professional Services—Tap into experience from thousands of deployments

Education—Get the training you need to hit the ground running

Support—Omtool’s team of dedicated service professionals helps ensure you derive maximum value from your Omtool deployment.




Financial Services Solutions

Data Sheets:

DMS & RMS Connectors

Solution Briefs:

Consolidated Fax Communications

Case Studies:

Worldwide Investment Bank

Implemented end-to-end communications system to conform to SEC17(a) and increase user productivity. The IT and compliance team was applauded by the SEC for its implementation. View Case Study >>

Global Financial Services Firm

Streamlined document capture and document processes for more than 100,000 employees in different departments in more than 3,000 offices around the world. This lowered the firm’s operating costs, increased productivity, and created a level of corporate compliance. View Case Study >>

Global Accounting Firm
Implemented Omtool solution within six weeks to capture and process tax documents on more than 1,000 MFPs in 28 offices. This provided greater user functionality and accelerated document-centric process in the firm. View Case Study >>