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How fast are you able to retrieve your required documents?


Financial industry is evolving everyday with change in compliance and regulations on a continuous basis which involves lots of documentation. This can lead to accumulation of lots of paper documents. With the evolved fintech and transition to the digital space all the paper documents you have been struggling with in your everyday business processes should be a thing of the past.

Customer’s Information should remain confidential and be protected at all costs. Are you able to sort out your customers and suppliers with ease and have all the information available at your fingertips. Are you having your supplier records and customer records available without having to spend more by hiring more staff to manage your records?

Is managing your records cost effective or are you having sleepless nights trying to figure out where you placed documents which might be required urgently.

You can never miss document solutions to help you sort out your challenges. To be able to be ahead of your competitors your customers and suppliers would be served with efficiency and real time given that you are able to access documentation when you need it by search and click.

Financial Document solutions

Secure document scanning

As a financial institution concerned about the confidentiality and security of the documents, Backlog scanning of the past documents should be done in a secure environment to ensure minimal leakage of information.

We will always be there for you to support you in sorting, categorizing and aligning your documentation process department by department. Documents that are damaged and are in poor conditions will be handled with care with the torn ones being repaired.

We will have a discussion with you on how you want your digital documents stored as this is determined by the size of the business. You can either have the documents stored in a hard drive, on cloud or using an electronic document management system (EDMS) of your choice.

If you already have a system in place and would like to have your paper documents converted and inputted into your system, we will be able to walk with you throughout the digitization process by ensuring that the process adheres to your document management policy. We will ensure the documents are batched in the right way and your choice of fields inserted correctly.

Backlog scanning will be done in a systematic process to ensure that all data is correctly inserted into the system and work with you within your defined timelines. Cadtech team can work both on site and off site.

We will ensure we put in the right number of personnel to speed up the process.

Secure digital storage

As a financial institution the cost of office space can be prohibitive, why use the space for storing paper documents and yet you can either do away with that space or use it for more productive activities.

Then have your documents stored digitally in an easily accessible cloud storage. This also ensures your documents are secure and can be easily accessed by any other unauthorized user. Our Cadtech team can help you digitize your documents and have them digitally stored in a systematic and well organized manner.

Document confidential shredding

As a financial institution do you have a retention period for your documents? When your paper documents have reached their retention period, the best way to dispose of your confidential documents is through shredding to minimize information leakage.

Shredding in Kenya has not been fully embraced, The best way to ensure that all the information is destroyed is through shredding which will completely destroy all the information.

We are able to do this either on site or offsite by ensuring that strict confidential and secure means are adhered to. The shredded documents are then recycled for reuse.

A certificate of destruction is issued after project completion.

Additional resources…

5 Steps to take before Electronic document management system(EDMS) implementation

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