Advanced Document and Print Solutions for Financial Services
Empowering Financial Institutions with Smarter Solutions
Financial institutions bear an immense responsibility—managing sensitive client data, ensuring compliance with ever-changing regulations, and keeping operations running efficiently. The pressure to meet these demands can be overwhelming, especially without the right tools to stay ahead.
Harris Business Machines is here to help with tailored document management and printing solutions that meet the unique needs of financial institutions. From secure workflows to advanced financial printing solutions, we provide the tools to streamline operations, protect sensitive information, and stay compliant.
We have solutions for:
- Banks and Credit Unions
- Accounting Firms
- Insurance Providers
- Loan and Mortgage Companies
- And More
With a local presence in Fort Walton, Panama City, Pensacola, and Mobile, we’re ready to help financial institutions create secure, cost-effective, and efficient processes.
Navigating the Complexities of the Financial Services Sector
Staying ahead in the financial services sector isn’t just a challenge—it’s a necessity. Financial institutions face a delicate balancing act: safeguarding sensitive data, meeting stringent regulatory demands, and maintaining operational efficiency. On top of this, they must navigate increasing cybersecurity threats and the complexity of sharing data across teams and external stakeholders.
At Harris Business Machines, we recognize the weight of these challenges and are here to help you address them with confidence:
- Adapting to Evolving Regulations: Keeping pace with fast-changing regulations like PCI DSS and GDPR requires tools that support secure, compliant workflows while staying flexible enough to evolve with your needs.
- Ensuring Data Security and Privacy: Confidential client data must be both protected and accessible to authorized parties. Advanced security features ensure privacy at every stage of document handling and sharing.
- Streamlining Operations for Efficiency: Manual processes and outdated systems can slow down your team. Workflow automation and document digitization reduce errors, save time, and boost productivity.
- Defending Against Cyber Threats: Cybersecurity risks are ever-present, with financial institutions a prime target. Device encryption, authentication, and secure printing help safeguard your systems and data.
Innovative Solutions for Financial Services
Safeguarding Data and Ensuring Compliance
Handling sensitive client information is at the heart of financial services, making robust security measures and regulatory compliance non-negotiable. From customer applications to internal documents, financial institutions need tools that ensure data privacy and protect against unauthorized access, without adding unnecessary complexity.
ADVANCED SECURITY FEATURES
Keeping information secure starts with controlling who can access it. Tools like Canon’s Universal Login Manager (ULM) and uniFLOW ensure that only authorized personnel can use multifunction devices for printing, scanning, copying, or sending documents.
- Secure Printing: Features like Advanced Anywhere-Print (AA-Print) require users to authenticate at the device to release print jobs, ensuring that sensitive documents like loan applications or client records don’t fall into the wrong hands.
- Hard Drive Protection: Canon devices offer automatic erasure and AES 256-bit encryption to safeguard data stored on hard drives. From daily overwrites to secure end-of-life formatting, these measures ensure no trace of confidential information remains.
COMPLIANCE MADE SIMPLE
Staying compliant with evolving regulations like PCI DSS, GDPR, and GLBA is easier with tools designed to support your firm’s requirements. Canon’s Access Management System (AMS) allows institutions to customize user permissions based on roles, ensuring the right level of access for every employee. Additionally, audit-friendly systems help financial institutions document compliance processes seamlessly.
These solutions give financial institutions the confidence to manage sensitive data securely, reduce risks, and focus on serving their clients with efficiency and trust.
Streamlining Workflows for Better Productivity
Efficiency is critical in financial services, where processing applications, assembling documents, and collaborating across teams can quickly become time-consuming. Harris Business Machines offers solutions that simplify workflows, helping you free up time for what matters most—serving your clients.
- Automated Processes:
Workflow automation tools reduce repetitive tasks by combining multiple steps into easy one-touch processes. For example, tellers can print, scan, or securely send loan applications in a single action, saving valuable time and reducing errors.
- Seamless Document Assembly:
Document management solutions help financial institutions efficiently compile and organize loan applications, client records, and financial documents. Hard copies can be scanned and converted to searchable PDFs or Microsoft® formats for easy access and secure sharing.
- Centralized Forms Access:
Canon’s Advanced Box feature allows frequently used forms, such as loan applications or credit report requests, to be stored directly on your multifunction device. These documents can be accessed and printed on demand from any connected device in your network. - Collaboration Made Easy:
Secure cloud-based systems enable your team to share and access documents across branches, improving collaboration and speeding up processes like loan approvals and account management.
By automating workflows and integrating with your existing systems, Harris Business Machines helps financial institutions operate more efficiently, reduce errors, and focus on delivering exceptional service.
Digitizing Documents for a Paperless Future
Financial institutions generate and manage vast amounts of paperwork, from loan applications to client records. Transitioning to digital workflows not only saves space but also improves efficiency and accessibility. Harris Business Machines provides the tools you need to securely digitize, store, and manage your documents, helping you move toward a paperless future.
- Effortless Document Conversion:
Advanced scanning solutions allow you to convert physical records into digital files that can be easily searched, shared, and archived. Tools like Canon’s systems and others ensure that scanned documents retain their quality while being optimized for quick retrieval. - Centralized Digital Storage:
Platforms like Canon’s Therefore™ and similar solutions provide secure, centralized repositories for all your documents. From financial applications to client agreements, your team can access what they need without sifting through physical files. - Real-Time Collaboration:
Cloud-enabled tools make it easy for employees to access records securely from any location, ensuring seamless collaboration across branches or remote teams. These systems integrate with your existing workflows to help streamline approvals and document sharing.
Digitizing your document processes not only reduces clutter but also enhances security and efficiency, giving your institution a competitive edge in today’s fast-paced financial landscape.
Managing Print Costs with Smarter Solutions
In financial services, printing is a critical part of daily operations. From client portfolios and loan agreements to compliance documents, the demand for reliable, cost-effective printing is constant. Yet rising expenses and inefficient workflows can quickly eat into your budget. Harris Business Machines offers tailored solutions that help financial institutions control costs, optimize resources, and maintain efficiency without compromise.
Efficient Printing Solutions
- Cutting Costs with Smarter Printing:
Financial institutions often struggle with high printing expenses due to uncontrolled usage and resource waste. Print management tools provide actionable insights, allowing you to track usage, set departmental budgets, and eliminate unnecessary printing. These tools ensure that every dollar spent on printing delivers maximum value. - Optimizing High-Volume Printing:
From client statements to compliance paperwork, financial organizations require printers capable of handling heavy workloads reliably. Multi-function printers (MFPs) tailored for financial settings offer speed, durability, and advanced security features to meet these demands while minimizing downtime. - Built-In Sustainability Benefits:
While cost savings take priority, modern printing solutions come with features that also reduce waste. Duplex printing, toner efficiency, and energy-saving settings lower operational costs while contributing to environmentally friendly practices—an added benefit for your organization’s image and bottom line.
Overcoming Common Printing Challenges
| Challenge | Our Solutions |
| Controlling Printing Costs | Use print management software to monitor usage, allocate budgets by department, and reduce wasteful printing. |
| Improving Scanning Efficiency | High-speed, precision scanning ensures clear, accurate document digitization, while advanced technology minimizes costs with reduced power consumption. |
| Reducing Operational Downtime | Proactive maintenance and remote diagnostics minimize disruptions, ensuring critical documents are always available during peak periods. |
| Handling High-Volume Printing | Multi-function printers (MFPs) built for financial settings combine durability, speed, and advanced features to meet demanding workloads. |
Future-Proof Your Financial Institution
Regulations will evolve, technology will advance, and client expectations will grow. Staying ahead means investing in adaptable, scalable solutions that empower your business to meet future challenges with confidence.
Ready to get started?
Let’s build the tools you need for a more secure, efficient, and future-ready operation.
