Why RJS for the financial services industry?

In the financial sector, thousands of documents are routed, distributed, signed and stored each second.  You need a document management solution that can navigate complex workflows, keep sensitive documents secure and automate routing between departments or branches. The RJS financial software package is tailored to solve these pain points without breaking the bank.

Benefits for the financial services industry

  • Electronic signatures as easy as 1-2-3
    Capturing signatures digitally is a breeze when using SignHere. RJS offers a simple solution that allows financial organizations to securely and legally capture and apply signatures to insurance policies, financial statements and other banking documents.
  • Document management: simple, fast and hassle-free
    Fluid communication between departments and customers is a must for any financial service organization. Utilize WebDocs and Smart AP to efficiently automate the management and routing of key documents and business processes like invoice processing.
  • Eliminate printing costs by digitizing forms
    Why waste thousands of dollars when you can take printing out of the equation and adopt iForms or WebForms? RJS can enhance your customer relations by digitizing all of your daily business documents, while boosting your bottom line.
  • Network security with an uncrackable lock
    If you’re a company in the financial services industry, you need an impenetrable safe to keep all critical information secure. Award-winning Sophos products will keep cyber terrorists stuck in neutral when trying to access customer data. 

Success Stories

AAA Carolinas

AAA Carolinas saves $20K annually by using WebDocs to electronically store, manage and route key business documents.

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iDocket improved data integration and eliminated the need for a $500,000 server upgrade by shifting database searches to dedicated PCs running using RPG2SQL Integrator.
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Realstar Title
Realstar Title reduced paper, distribution and storage costs by managing closing documents with WebDocs.
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Sons of Norway
Sons of Norway processes insurance documents more quickly and saves money on paper costs by digitally managing documents with WebDocs.
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TPi Billing Solutions
TPi Billing Solutions gains a competitive edge by using Webdocs to give customers secure, controlled access to documents via the web.
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Ullico uses DeliverNow to cut report distribution costs, eliminate paper and move closer to the goal of centrailized electronic reporting and information delivery.
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The Document Lifecycle

Stage 1: Capture

Capturing signatures and data, and creating forms and reports that people can easily access, use, and distribute is the first stage of the document lifecycle. Learn how products like SignHere, iForms and WebForms can digitize documents and data, decrease paper costs and speed up workflow.

Stage 2: Manage

Securely managing documents and other data after they have been captured or created is the second stage of the document lifecycle. Learn how products such as WebDocs and inContact can give you the tools to securely find, use and store information, no matter where you are.

Stage 3: Distribute

Getting documents and data to the people who need them – on time and in the format they need – is the third stage of the document lifecycle. Learn how products like DeliverNow and Enterprise Workflow can automate document distribution and speed up business processes.

Stage 4: Secure

Securing data and documents is the final stage of the document lifecycle. Learn how WebDocs and our Security Solutions can protect key business information from cyber threats, data loss and costly downtime.