In the financial industry, you’re only as efficient as your technology solutions.
With GEM Office Technologies, we tackle complexity and streamline everything.
The generation and distribution of financial documents is time consuming and requires precision. GEM’s total document solutions streamline document workflows and make it easier to securely distribute documents. With OCR for fully text searchable documents and the ability to automate document routing utilizing barcode cover sheets, complex tasks are simplified.
The security of financial information has always been of paramount importance. GEM understands how critical security is and provides solutions for secure document scanning and printing regarding the GLB Act. Controlled access allows you to define who can scan and print to each device and each location.
GEM integrates seamlessly with many third-party recovery solutions so you can manage, account for, and charge back all print, copy, fax and scan output. Assign client codes and IDs by job with the Cryptek app, to track and bill back specific accounts and monitor device usage for greater workflow efficiency.
A Financial Services Firm turns to Kyocera for help with cost savings
A financial services firm had been printing, editing and storing hard copies of its clients’ paperwork, resulting in lost files.
Install a TASKalfa MFP equipped with DMS Link, a KYOCERA app that connects MFPs to existing document management systems.
The firm’s dealer proposed a one-step solution: Install a color KYOCERA Multifunctional Product (MFP) equipped with DMS Link. A KYOCERA TASKalfa color MFP would handle all of the employees’ needs, and DMS Link, a Kyocera developed business application, would securely link the KYOCERA device to the firm’s shared file server.
Plus, DMS Link offers optical character recognition (OCR) powered by OmniPage, enabling users to scan hard copies into editable PDF, Word or Excel files for easy updating.
The dealer recommended and demonstrated DMS Link’s barcode capabilities—specifically, DMS Link’s ability to split and retrieve data from a barcode. This technology enables users to batch-scan unrelated documents at the same time.
In this case when scanning, DMS Link would read the various barcodes and send the corresponding scans and meta data to the appropriate client folders.
All of the firm’s documents are now stored electronically, allowing users to process paperwork in batches so they spend less time at the MFP and more time with clients.