In the financial industry, financial organizations hold sensitive information and paperwork for clients and customers. PDF/A (Portable Document Format Archival) is excellent for preserving sensitive information like client data.
When a consumer is in the market for a new product, the first place they often look is online. Likewise, when they are looking for a financial provider or professional, they search online to find financial organizations nearby.
Printers are some of the most valuable pieces of office equipment for the financial sector.
The law includes information and regulations pertaining to how physical documents and electronic storage devices that contain confidential client information are both stored and destroyed.
If your financial organization is looking for ways to improve efficiencies and cut costs, you’ve probably checked in all the normal places. You’ve found affordable printers, business supply sources and more. But, what about how your financial organization sends mail? Have you considered bringing mailing equipment in-house?
Many financial organizations are looking to save money where they can. One great way to cut back on business expenses is to use duplex printing! This is the process of printing on both sides of a sheet of paper rather than just one.
With more members of your office working remotely or on the go at least part of the time, it’s more important than ever to have a reliable phone system that’s completely portable.
Your customers and clients trust you to protect their confidential, sensitive information. You understand and accept your ethical and legal responsibility to safeguard their data, so you have invested in technology that restricts access to data files.
Technology continues to become a more crucial part of doing business in today’s world. With more work being done remotely than ever before, using the cloud is a must for almost any company in the business of handling financial information. Here are five reasons you should migrate to the cloud.
Whether you’re a financial institution or a financial planning service, you have an ethical and legal responsibility to safeguard the sensitive information of your customers/clients.
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