Finance

Banks, insurers and related financial institutions are document intensive businesses. Financial reports, statements, policies, claims, etc… are voluminous and growing. Oftentimes, not having information accessible can mean the loss of a major opportunity and/or a breach of compliance regulations. As a result, there is a great need to preserve and back up this data to make certain that documents are accessible for retrieval. Outsourcing to IMA will accelerate and streamline these processes. We perform work for several large financial companies on an ongoing basis and provide high volume, quick turnaround service. After conversion we often deliver documents via FTP transfer and they are automatically imported into their respective applications for immediate use, without any human intervention. If your records must remain on your premises, we will set up an on-site team with our equipment to perform the task. Whether we are required to come on-site periodically or stay on-site until a project is completed, we are equipped to mange the entire process.

If you’re looking for ways to manage your electronic documents, visit the Enterprise Content Management page on this site for solutions that we offer

Typical applications for our document conversion services:

  • Compliance
  • Audits
  • Tax Records
  • Statements & Reports
  • Board Meeting Minutes
  • Contracts and Leases
  • Mortgage Related Documents
  • Claims Processing
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