Financial Services

When it comes to paper, most financial services companies have their fair share of unique issues.

Compliance rules alone mean that extensive records have to be kept for significant periods according to government and regulatory guidelines. Moreover we understand the risks involved in the management of confidential client and financial information and the ways in which financial organisations are required to maintain and store data in compliance with the regulations.

Data Protection and confidentiality is the cornerstone of our business and we specialise in reducing risks to financial firms in the day to day management of their confidential information. We are Data Protection Act registered and full security and quality controls are present throughout every area of our business to uphold the highest levels of data integrity and security.

We will help Financial Organisations to:

• Manage and Reduce Risk
• Reduce costs though managed retention strategies
• Improve efficiency through digitisation of documents, so allowing faster retrieval
• Fully integrate  documents into existing financial and client applications providing integrated document management solutions

Digitisation of Financial Documentation

Application forms, valuations, certificates and incoming correspondence are often only available as a paper based document.

Often, historic client files need to be integrated with more recent electronic material and this can only be achieved by scanning and indexing the originals.

Cintas has vast experience of working with Banks, Insurers, IFAs and regulators in creating solutions that will deal with the past, the present and the future.

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