Our process and content solutions for wealth management help you simplify paper-driven tasks and reduce process bottlenecks to manage investment portfolios more efficiently and accurately while offering a better client experience.
And, because our solutions are so flexible, they can seamlessly integrate with your existing wealth management software applications to provide additional avenues for streamlining your day-to-day wealth management processes. With workflow, you will be able to speed the process for new accounts by quickly gathering information, routing it through the appropriate tasks and tracking necessary data. Our document management solutions provide instant access to documents, so advisors can provide documents and critical financial data no matter their location. Using our document security features and other records and information management solutions, you will also support compliance and retention plans. And, with advanced solutions such as Document Composition, you can streamline customer correspondence and improve service.
To learn more about Lexmark's solutions, contact us today.