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Increase the capacity of your existing office staff to support additional advisors.
In today’s market, the financial services industry is under scrutiny to be transparent.
With increasing regulations, ever-changing customer expectations and the unpredictability of the economic market, the financial service sector is looking to technology to meet their demands and lower overall costs.
ECM for financial services brings together document management, workflow, records management, digital asset management, image management and more. ECM from Collate is now a preferred choice for the financial industry with over 4,000 installations worldwide.
With an increasing number of records, keeping them in order with ECM Audit Trail it has never been easier. ECM can easily fulfill compliance requirements and prepare for regulatory audits. The technology allows you to identify, classify and preserve records, ensuring compliance support with a full audit history. You can maintain evidence of contracts, certificates and legal content, making regulatory auditing stress free.
ECM for financial services is an effective tool for facilitating going ‘paperless’. The document management capabilities of ECM means you can store, search and manage any kind of content, all within a common repository. It allows content sharing, version control and approval of documents which saves business time and simplifies workflow. ECM ensures employees are working smarter, as they have the tools and knowledge in front of them, when they need it.
Inbound paper (invoices, contracts, forms) can be digitised when received, creating increased efficiency within the business. This reduces the time spent on administration and completing reports, freeing valuable time for fee earning activities and streamlining & simplifying these critical procedures.
One advisor reported:
“A reduction of 12 hours a month on report writing and a reduction in time from initial contact to signed agreement, from an average 12 weeks to an average of 9 weeks.”
Having to continually re-enter information into different systems takes time. ECM for financial services can automate these resource-intensive business processes. I.e. it provides automated updating and notification of changes in client status, maintains compliance logs, and can automate compliance approval of new accounts.
Digital asset management within ECM technology also enables you to manage rich media and large files effortlessly. Within the system you can catalogue file types and store by your exact business requirements.
“Finding information is now not only fast and easy to find but is always up to date and we can report a reduction of 57% in time spent working on reports.”
ECM for financial services integrates seamlessly with business applications including CRM systems, accounting applications, core banking applications and more. Not only this, ECM allows users to access information in the manner and environment in which they are most familiar with.
The result is convenient, comprehensive and compliant enterprise content management that helps financial services businesses succeed against a backdrop of increased regulatory oversight, shrinking margins and market volatility.
For a demo of what Enterprise Content Management can achieve for your financial services business, contact Collate on 0800 954 8087, email marketing@collate.co.uk or request a demo at the top of the page.
I and the RNLI would recommend Collate Business Systems as a supplier as they are always fast and efficient. The staff are friendly and ready to help, offering every solution possible.
...RNLI
After lengthy careful consideration, we at Austinhawk estate agents decided to sign up with Collate for a Konica Minolta C250i. While we were not initially in a rush for delivery and installation our situation changed becoming urgent as we had no print facility. Collate responded by installing at our office...
Austinhawk Estate Agents
Collate have supplied and maintained the Macmillan Caring Locally photocopiers for years. The reason we use Collate is that they consistently provide a fast, professional and responsive service at a competitive price. They are genuinely a pleasure to work with – the whole team are so friendly and always willing...
Macmillan Caring Locally
Collate inspired confidence from the start by listening to our needs here at U-Drive, and using their knowledge to provide excellent advice at a competitive price; that coupled with the smooth transition I have no hesitation in recommending them.
...U-Drive
Thank you Collate! Bournemouth Foodbank’s printer was so old and we were beginning to have issues with even printing out the vouchers to send to our referral agencies, enabling them to give local clients in crisis the form they need to receive a 3 day food parcel. As a small...
Bournemouth Foodbank
Over the past five months, I have been working with Simon on a managed printing solution for our company, Ross Brooke Ltd. Making this change was a big step for our company and throughout the process, from initial discussions, proposal through to contract signing, installation and training we have been...
Ross Brooke
Liaison with Collate has been through Simon Kapuscinski. From the onset of obtaining a quotation for a leased photocopier through to installation, Simon has been very professional and explained every step in a clear concise manner. Date given for installation was kept and undertaken in a professional manner with no...
Special Auction Services
We have been delighted with the high level of service and professionalism provided by Collate Business Systems and Simon Kapuscinski. Superb levels of support and unrivalled technical expertise which has considerably reduced our office copier costs and increased productivity and reliability. Approachable and friendly staff who go the extra mile...
Bluebird Holidays
I am very sorry that it has taken me a while to reposed to your e mail but I am very happy to provide a testimonial in this instance. You will recall that I was very suspicious when you first phoned our offices and explained your proposition. I agreed to...
St James Place Wealth Management
As a dynamic and technology led company we have to have the best in-house technology in place. Working with Collate has allowed us to maintain this high standard, implement time savings and cost efficiencies, and ultimately save money in the process
...iMAG
Thank you so much for our new printer and all your help setting it up. It is going to help us so much with all our projects. From Ali and all the team at Pancreatic Cancer Action.
...Pancreatic Cancer Action
We are delighted with our new print solution and Bizhub machines from Collate. From the initial needs assessment through to installation and training, Collate has demonstrated a high degree of professionalism and expertise, and we look forward to a continued relationship
...Rollalong
Our company has recently switched to Konica Minolta MFDs and we have worked with Mark and Adrian from Collate to replace our existing fleet of Canon devices. The transition to the new fleet of KM machines has been very smooth. Mark and Adrian have gone out of their way to...
Carlisle Fluid Technologies
Very professional and competitive on price. Paula is always able to help out and look for the best deals and comes back with suitable recommendations when the item we requested is not available. We will continue to recommend Collate Business Systems to others.
...Bomb Cosmetics
St John Ambulance are very pleased with the service and help we receive from the office and engineers. They are always very knowledgeable and take time to explain in detail. The engineers are always very friendly and helpful and make the effort to ensure that we receive a fast response...
St John Ambulance
Last year we conducted a rigorous review of our office equipment suppliers; we are now delighted to confirm that Collate Business Systems Ltd supply the whole group! Which includes “Olds Motor Group”, “The Wasabi Company”, “The Watercress Company” and “Highwood”. From the very start Collate were professional but friendly; we...
The Watercress Company
We did a lot of shopping around for a printer which would best suit our business needs. When we spoke to Mark at Collate he ran through all of our options and costs, then provided a printer which exceeds our expectations and saves us money every month! All of that...
Platform One Limited
Collate’s installation of our new Konica Minolta Bizhub C284e was amazingly painless and we are delighted with the performance of not only the copier but also the Collate team who have been easy to contact and quick to respond to any issues. Wonderful to be dealing with real people again!
...Admiral Marine Ltd
Collate Business Systems work closely with The IT Department on key accounts where a full range of business office services are required. Because most printing services now touch the LAN and often the server, The IT Department would rather partner with a company who understand these technologies. Collate understand IT...
The IT Department
Collate Business Systems has provided Chapman+Co with printers/photocopiers for over 10 years now. We have always been very happy with the service they have provided. Their response is always rapid, helpful and completely customer focused. Their costs are also very competitive. We would definitely recommend Collate to anyone.
...Chapman+Co
It was important for the school to source a partner that had the ability and knowledge to provide the discovery/recommendation and solution the school required but most importantly, post installation Collate were there with extensive training and support for our staff. The solution from Collate offered powerful reporting tools allowing...
Budmouth College
Barrell Tree Consultancy have been sourcing multi-function office machines from Collate Business Systems for almost ten years. During that time, they have consistently delivered an excellent service with rapid response times. We have found them to be friendly, helpful and focused on solving any problems that do occur with minimal...
Barrell Tree Consultancy
United World School of English has used Collate for a number of years. They are friendly, professional and efficient, always happy to help no matter how trivial the problem. We would thoroughly recommend them to any company that is considering using their services.
...United World School of English
Collate Business Systems have supplied Hearnes Estate Agents since our first day of business back in the 1990’s and still supply all our printing scanning and copying requirements today. They have always supplied both quality products and services to Hearnes and I would strongly recommend them to any company looking...
Hearnes Estate Agents
Collate Business Systems have supplied Abacus Repro for many years now, they have made efforts to understand our business-constantly monitoring what we do and ensuring we have the correct technology. Their business ethics and attention to customer service is refreshing in this day and age. They are straight forward open...
Abacus Repro Limited
Frost & Company have been using Collate Business Systems for our photocopy and printing needs for close to 20 years and throughout that time have been totally happy with the service we have received. Their response is always rapid and nothing is ever too much trouble. They keep us up...
Frost & Company
Being the largest serviced office complex in South Dorset, we must have excellent copying/printing services for our 50+ tenants. Collate Business Systems has provided that since we started up in 2007. They have also helped several of our tenant businesses who have progressed to their own separate requirements.
...Lynch Lane Offices Limited
We have dealt with Collate Business Systems for all our copying systems since the 1990’s, because they represent service and price = great value for money.
...Comms UK Limited
As a company we have been utilising Paula’s professional expertise in printers and consumables for many years. Whether it’s a toner cartridge for an old workhorse or advice on what new printer to purchase, Paula is the person to contact. We wouldn’t use anyone else.
...Northampton Diesel
I have dealt with Collate Business Systems for a variety of print consumables and machines for many years. They offer great advice on everything from a large format printer to a budget inkjet fax machine, and I have bought many machines from them over the years, at VCP Services. They...
VCP Services LTD
Marden Edwards have a strong and productive relationship with Collate who have supplied us constantly for the past decade or more. We require flexibility around support and that area has been tailored to our needs. Collate are a professional company who seem to instinctively know our pain points and are...
Marden Edwards Ltd
As a specialist volume printer it was important that Dupli-Service not only had heavy duty equipment, capable of printing high volumes at speed, but that they also had excellent print quality and reliability. In an age of throw away technology, this is often hard to find. After much research we...
Dupli-Service
Craftwood Banqueting Seating Specialists have always dealt with Collate. We find them flexible, always ready to help and nothing is too much trouble. A few years ago we had a temporary office for six months and required a short term rental. Collate provided equipment tailored to the purpose with no...
Craftwood Banqueting Seating Specialists
The relationship between Kings Bench Chambers and Collate Business Systems dates back to early 2001. Since that date they have provided quality products and service. We require integrity from our suppliers that is beyond reproach, Collate are not found wanting. When we contact them we are not a number in...
Kings Bench Chambers
Mortgage Intelligence have worked with the Collate team since March 2000, 14 years and have enjoyed a great working relationship. Collate have always supplied us with quality products – we currently have a number of Konica Minolta Bizhub C224’s and use servicing as is required, via their new remote monitoring...
Mortgage Intelligence
Collate have provided all that I could ask. A professional attitude yet not detached. I know that Collate really care and have revealed this with their approch to after sales service. Collate have shown themselves willing to tackle issues in an innovative and collobrative manner to benefit the school.
...Parkstone Grammar School
We are so pleased with our new printer, this is the first time we have stepped away from our small everyday printers to our new Collate machine, I now wondered why we didn’t do this sooner!!! The information and service we have received has been fantastic. I would definitely recommend...
Rowe Financial & Insurance Services Ltd
Collate business systems have supplied Aim Aviation for many years with colour/black and white multi-functional hardware, we are especially pleased with the scanning capabilities of the Bizhub equipment; it is without hesitation I recommend this company and staff.
...Aim Aviation
I just wanted to thank you for our new BizHub. Firstly I am really pleased with the machine, we have done a couple of thousand on it already with no hiccups, very straightforward to use and the quality is excellent even on the heavier card stock. The team at Collate...
PP Printing
I would like to pass on our thanks to Collate delivering an excellent customer service to us today. I reported a fault at 11.47am today and by 13.45, Mark had attended site and our machine had been repaired. Please pass on our thanks to all staff concerned.
...Schlumberger
Since Collate have installed their Remote Managed Service we no longer have to think about ordering toners, supplying meter readings or reporting any service issues leaving us free to concentrate on our own work.
...Mark Pincott MPA Associates
We have worked with Collate for many years as suppliers of our large output copying devices. In addition to our maintenance and support requirements, they recently installed a remote print service capability which allows them to manage our output devices online. The Collate team have always provided a professional supply,...
Parkegate Engineering Ltd
The service is 1st class, so easy to order & any technical queries or pricing issues you may have are so easy resolve. I am not getting any favours for this reference, just wanted to tell other customers if you want to speak to friendly nice genuine people who will...
AMI Marine
Collate have been our printer and consumables consultants for many years and have given us valuable advice on what would best suit our needs while giving us great value.
...Fastline Group
We were promised by Collate savings of between 20 and 30% on our overall spend, I couldn’t see how this could be achieved as we believed we had a good understanding of our costs. After implementing Collates MPS offering we are now saving approximately 27%. Simple things like default B/W...
Schools
As health care professionals it is vital that we print securely, we had been using the machines pin numbers, but moving to a “Follow me” print solutions has proved invaluable as everything that is printed is now secure.
...Healthcare
I didn’t understand the volume of documents that were being printed, we had no control on where it was being printed, via Collates MPS and “rules based printing” software, and we can now control all documents and send them to the correct equipment.
...Oil & Gas
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