• Efficient financial records management.

    Efficient financial records management.

  • PSIcapture Financial Services solutions

    PSIcapture Financial Services solutions

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Financial Services Document Solutions

Banking and financial institutions deal with a plethora of client paperwork and records. Banks have to keep record of every client transaction that occurs and without an automated process, entering this data can be a time-consuming and error-prone process for employees. Financial services companies are required to keep records of all correspondence between clients, along with all the paperwork concerning their clients’ financial policies. If these documents are stored in paper files, this can lead to a significant accumulation of physical files, costing the business in storage space, and likely requiring them to pay for secure offsite storage. Along with that comes the burden of retrieving these documents should they be needed by an advisor or client, or requested during an audit. The old-fashioned method of storing records simply isn’t conducive to running an efficient financial company in today’s world.


Simplify Financial Transactions

Simplify Financial Transactions

Don't waste time manually entering transaction data at the end of a long day of banking. PSIcapture can automatically capture transaction data from documents or PDFs, extract it and route it seamlessly to your digital repository. Provide fast and efficient customer service and cut costs by streamlining this process. Learn how Lake City Federal Bank uses PSIcapture to automate the transaction process:

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Automate Signature Extraction

Automate Signature Extraction

PSIcapture can use image processing profiles to locate, extract and crop signatures from checks or other banking documents. PSIcapture can then output the signatures to a document management system or a specified output structure, where they can be imported into a signature verification product, such as SQN’s SENTRY Signature. With PSIcapture, this automated processing simplifies and speeds up the complex task of signature extraction.
Auto-Route Documents to Storage

Auto-Route Documents to Storage

Utilize your organization's existing scanning devices, fax servers, MFPs or network folders to easily import documents into your PSIcapture workflow. From there, PSIcapture's Migration feature can automatically route your document to one of the 60+ ECM systems we are compatible with.
Secure and Compliant Document Processes

Secure and Compliant Document Processes

PSIGEN's robust security features allow you to comply with FINRA and SEC regulations without compromising the quality and efficiency of your document capture solution. PSIcapture integrates with your ECM security to ensure a compliant process from start to finish. You can also track which users completed various steps in the process, ensuring that only authorized personnel have access to sensitive information.


The Lake City Federal Bank Solution

"PSIGEN is integrated into the total solution so well that most of the employees here don’t even know it’s there.”

Jeff Coats, CFO of Lake City Federal Bank.

View the Lake City Federal Case Study


What can a banking institution gain from implementing a PSIGEN solution?

What can a banking institution gain from implementing a PSIGEN solution?

  •  Eliminate cost of printing transaction-related documents
  •  Reduce the time it takes to perform a transaction for a customer
  •  Eliminate the need to manually enter each customer transaction
  •  Automatically capture and extract transaction data and route it to your repository
  •  Easily transform documents into searchable digital files that can be quickly retrieved from your document management system
Case Studies
What can a financial services company gain from implementing a PSIGEN solution?

What can a financial services company gain from implementing a PSIGEN solution?

  •  Eliminate the need to pay for excessive printing and costly storage space for client documents
  •  Automatically capture documents and extract relevant data to be routed to your document management system
  •  Quickly access all of a client’s data from one central location, even during an out-of-office meeting, and remain compliant with FINRA and SEC guidelines
  •  Significantly speed up the audit process by allowing auditors to access documents electronically instead of sorting through thousands of paper files
Case Studies


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Case Studies

Financial Services case studies: Read some real-world solutions.
Case Studies

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