Financial
Most of the useful Industries?
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.
STORE & SEND
Send for electronic signature
using integrated DocuSign.
Quickly archive the loan packet
in your preferred document
management system.
