Banks | Broker/Dealers | Financial Institutions

Successful financial institutions have long recognized that their electronic document management systems (EDMS) are vital for processing the ever expanding volume of corporate-wide documentation faster, more efficiently and error-free. CASO is the leader in document solutions for Financial Service firms. We continually research the newest imaging technologies and we are proud members of the Association for Information and Image Management, AIIM. Some of our esteemed clientele includes:

	Bank West Investment Services
	Citicorp Investment Services
	Citizens Bank
	Signature Bank
	Banc of America Securities

These firms and others are using solutions from CASO to automate the processing of account opening and maintenance documents, client statements, correspondence and others. As more and more regulatory requirements are forced on the industry, Legal, Compliance and Audit departments are realizing the value of document management systems to streamline processes, increase oversight and eliminate costs. Other departments such as Sales, Accounting and Human Resources can also benefit from electronically managing their documents in a similar fashion.

CASO helped one customer lower the processing time for trades by 5 days, provided a single repository for over six million documents and generated a cost savings of $60,000 per year. CASO also implemented an electronic workflow for compliance and annuity trading, allowing the company to achieve NASD Rule 2821 compliance in a timely and cost-effective manner.

CASO offers expert guidance for firms looking to capitalize on these benefits, whether you’re starting from scratch or retooling an existing system. We are a national reseller of world-class software products from such companies as Digitech Systems, EMC, Kofax, Kodak and many others. Whether you need a fast departmental solution, an enterprise-wide solution or even an outsourced records management solution, CASO delivers the optimal solution for banking, securities and investments, mortgage, real estate and insurance.

To see how CASO has delivered value to a Financial Services client, please read our case study, BankWest Case Study.