Secure and compliant document management

Financial Services

YOUR TRUSTED PARTNER

Supporting financial service organisations with streamlined document management solutions

Storetec offers tailored document scanning and management solutions to help financial organisations optimise their operations. Our advanced scanning technology efficiently transforms your paper documents into digital formats, significantly enhancing accessibility and facilitating faster decision-making.


With our secure document management system, MDI Cloud, we prioritise data security, compliance, and efficiency. MDI Cloud ensures the protection of sensitive financial data while simplifying document management, making it easy to track changes, maintain version control, and collaborate effectively. This enhances productivity and regulatory compliance for financial professionals.


By partnering with Storetec, you can streamline your document management processes, improve data security, and focus on delivering exceptional services to clients while remaining fully compliant with industry regulations. Our solutions not only enhance document accessibility but also optimise the entire document management workflow, allowing financial professionals to work more efficiently and effectively.

SOME REASONS TO WORK TOGETHER

01.
Document Management Expertise
With years of experience handling sensitive financial documents, including client records and regulatory filings, Storetec ensures that your documents are organised, secure, and easily accessible, helping you comply with stringent regulations.
02.
Streamline Document Workflow
We streamline processes through document digitisation, automated workflows, and reduced paper reliance. Our solutions convert paper to digital, optimise data entry, making your document management seamless, saving time, and minimising errors.
03.
Data Security and Compliance
In the regulated financial sector, Storetec ensures security with ISO 27001 standards, including encryption, access control, and regular backups for digital documents. This minimises data breach risks, unauthorised access, and safeguards sensitive financial data, ensuring regulatory compliance.
04.
Legally Admissible Digitisation
Storetec’s BS10008 certification ensures the authenticity and integrity of digitised records, making them legally admissible in court, if required. Partnering with us means efficient digitisation that meets legal requirements, providing added assurance in your documentation processes.
Digital Transformation Services
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Document Scanning and Archiving
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MDI Cloud
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Archive Storage
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01

Enhanced Accessibility
Quick access to financial records is essential for making informed decisions and serving clients effectively. Digital documents make it easy for you to retrieve and share information, ultimately improving customer service and response times.

02

Business Continuity
Safeguard financial records from physical damage or loss due to unforeseen events like fire, flooding, or cyber-attacks. Digital backups ensure long-term preservation for future reference or compliance.

03

Efficiency and Cost Savings
Reduce the need for physical storage space and manual document handling. This leads to cost savings and improved operational efficiency, allowing you to allocate resources more effectively and focus on your core financial services.
ELEVATE YOUR DIGITAL DOCUMENT MANAGEMENT

MDI Cloud is renowned for its powerful search capabilities and seamless collaboration. With features like version control, audit trails, and top-tier security measures, you'll transform your financial document management workflow, ensuring maximum efficiency, data security, and compliance. Effortlessly navigate and retrieve critical financial documents, all while benefiting from the highest level of security.

MDI Cloud

THE TIME THE STAFF NOW SPEND ON FINDING INFORMATION HAS GREATLY REDUCED

We worked with this central London-based insurance broker to remove all 3.1 kilometres of client files from their offices. Following removal, the files were digitised and stored electronically in MDI Cloud to allow employees instant access to the information.
FAQS

Frequently Asked Questions

  • Why Storetec?

    We pride ourselves on our certified approach, conducting regular audits to meet ISO, BS10008, and Cyber Essentials Plus requirements. Our experienced team, with a solution-focused culture, ensure the best outcomes for our clients. Our state-of-the-art facilities and cutting-edge equipment enable tailored, efficient solutions. These combined have earned us the title of BPO/Outsourcing/Bureau Business of the Year at the Document Manager Awards for the past nine years, showcasing our dedication to excellence.

  • Why should financial services organisations consider document scanning and cloud hosting services?

    Document scanning and cloud hosting ensures quick access to critical financial information, enhances operational efficiency, reduces compliance risks, and improves customer service.

  • Is my financial data safe with Storetec?

    Yes, we prioritise data security. We have robust security measures in place to protect your financial documents, including access controls, encryption, and regular audits.

  • How does your cloud hosting service benefit financial institutions?

    MDI Cloud offers secure cloud hosting for your financial documents, allowing remote access and collaboration while maintaining data security and compliance with industry regulations.

  • How does your cloud hosting service ensure compliance with industry regulations?

    Document management systems help financial institutions comply with regulations by providing tools for secure storage, version control, audit trails, and access controls, which are essential for maintaining compliance.

  • What compliance standards does Storetec adhere to?

    Storetec follows industry-specific compliance standards such as GDPR and ISO 27001 to ensure the confidentiality and integrity of financial data, to name a few. Visit our certifications page to learn more.

  • How can cloud hosting improve collaboration in financial service organisations?

    Cloud-based document management systems facilitate collaborative document access and sharing among employees, departments, and stakeholders, enhancing teamwork and productivity. MDI Cloud tracks document versions, allowing users to see changes, revert to previous versions, and prevent conflicting edits, and offers in-system messaging. Workflows can be set up to automate the approval process, seamlessly routing documents to the appropriate personnel for review and approval, ensuring a smooth and timely exchange of information.

  • Is data recovery ensured in the event of unexpected incidents or disasters with cloud hosting?

    Yes, cloud-based backups and disaster recovery plans are in place to ensure data recovery and minimal downtime in emergencies. Snapshots of MDI Cloud data are taken every 4 hours with 168 iterations of backups kept, and it is penetration tested by independent cyber security parties on an annual basis. Automatic failover and recovery are in place to guarantee the site is live 99.99% of the time.