Financial Services.

Improve client service, attract top advisors and satisfy audit requirements.

You have customers that expect tailored financial products delivered to them with impeccable customer service, all for a low price.

How do you deliver this service when your valued staff spend hours searching for information in filing cabinets, shared drives and offsite storage facilities and when processes like onboarding and loans approvals feature too much physical paper and manual approval processes? Let Ascentas help you.

Digitise

A meticulous process expertly managed.

From scanning hard copies into an electronic format, or scanning and hosting all your electronic documents in a secure environment, Ascentas can help.

Document Capture

Define the project scope, receive a detailed implementation schedule, and delivery plan so you have a clear understanding of your project from start to finish.

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A Trusted Partner

Ascentas have been actively managing millions of images for their digital storage clients for over 30 years and were the UK’s first fully cloud based document management and scanning company.

Collaborate

Facilitate Work from Anywhere.

Simultaneously edit content with other team members, leave comments, add annotations and more, all while being able to track changes and versions.

Document Management

Automatically extract data from electronic, PDF and scanned forms, eliminating the need for manual indexing, sorting and filing.

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eForms

Eliminate paper with client e-forms submissions and processing with modern web forms that simplify creation and data collection.

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Make information easy to find and use.

Find information fast and simple; edit and comment on documents or process them in workflows.

Reduce non-⁠billable time wasted by staff searching for the right folder, file, and version number. Instantly locate any client’s complete, most up-to-date paperwork using multiple search options

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Centralise and Organise Content

Maintain a source of truth by organising and managing content in one intuitive platform, where employees can easily find files, keep track of versions, collaborate and share content links.

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Automate

No-Code Process Automation

Take on everyday business challenges with a drag-and-drop, low-code/no-code process automation platform that allows you to deploy solutions quickly, without the need for additional IT resources.

Accelerate Digital Transformation

Teams are always looking to boost productivity. Low-code/no-code process automation lets teams adapt to changing needs and realise digital transformation faster.

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Robotic Process Automation (RPA)

Train software bots to automate and speed up time-consuming, repetitive tasks. Extract metadata and searchable text from scanned documents and invoices with Smart Content Capture.

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Support

Focus on running your business, not your technology.

Reduce your costs, increase productivity and mitigate your business risks.

Proactive IT Support

We partner with you as your Virtual IT Department, allowing you to focus on running your business not your technology.

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Migrate to the Cloud

As a Microsoft Cloud Solution Provider and Microsoft Partner, Ascentas can help you prepare for migration to M365 or an Azure environment and then manage the migration of data into the Microsoft Cloud.

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Compliance

Compliance and Risk Management

A solution that provides records management tools to support your regulatory compliance and maintains a set of industry standard compliance certifications and attestations such as SOC 2 Type 2 Plus, HIPAA, VPATs, DoD 5015.2, ISO27001 and VERS v2.

Client Security & Audit

Assign security restrictions so that employees can only access the files they require to do their jobs. Protect sensitive documents and track when users open, edit, delete or even attempt to open them.

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Streamline Content Lifecycles

From records creation to final disposition, promote compliance across all stages of your content with extensive records management tools to auto-set retention schedules, generate reports and manage dispositions.

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Destroy

Confidential Destruction

Do not neglect the security aspect of looking after confidential data.

Scheduled or Ad-hoc

Choose from locked containers, paper sacks or having your boxes picked up directly from your office on a schedule or as-needed basis from uniformed screened and fully insured Ascentas personnel.

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Recycling

After destruction and where possible, waste material is baled and sent for recycling. Recycling our clients securely destroyed documents is our way of giving back to the world which we occupy.

Start Automating Right Away

Drag-and-drop automation tools let you start automating right away without a lengthy development process or massive IT spend.

Forms Processing & Document Automation

Automation reduces costs and time. Our solutions will digitise and automate your business processes to help you keep up with ever increasing customer expectations.

A Unified Platform

Laserfiche is a complete enterprise content management (ECM) system that brings all your data and automation tools onto a single, powerful platform.

Electronic Records Management explained

A records management strategy is vital to the life cycle of your organisation’s information. At an organisational level, a records management strategy governs how information is created, stored, shared, tracked and protected.

Watch our video to find out more.

Curious how Laserfiche works?

Let us show you.

Schedule a Demo

Financial Services.

Improve client service, attract top advisors and satisfy audit requirements.

Start Automating Right Away

Forms Processing & Document Automation

A Unified Platform

Electronic Records Management explained

Curious how Laserfiche works?

Let us show you.

Explore Ascentas

Contact Us