Companies that provide banking, insurance, investment and money management services to companies and individuals require their document management companies to provide a unique and strong set of services and products.

DataSource and its professionals bring 25+ years’ experience to this market, and are prepared to meet today’s and tomorrow’s needs.  From relatively simple document management solutions to complete document life cycle management programs, DataSource brings proven solutions and innovative ideas.

In particular, DataSource:

• Drives higher compliance and reduces the costs associated with federal and state regulatory requirements.  Our workflow experts work within existing processes to reduce direct and indirect expenses associated with compliance and regulatory documents.
  
  
• Balances corporate control over procurement activities with a real focus on meeting local branch needs.  DataSource is truly world-class at building programs to ensure that companywide projects can be implemented at each and every location.
  
  
• Meets a broad range of needs, from core process documents through marketing, creative and promotional product needs.  Our approach, which focuses on ‘just in time’ delivery, reduces obsolescence and strengthens brand and version control efforts throughout the institution.
  
  
• Stands ready to assist in expansion.  Whether growth comes from additional client penetration, new branch openings or acquisitions, DataSource is prepared to stay in lock-step with opportunities and ensure that our responsibilities support the company’s strategy.
  
  
• Coordinates with IT.  Document management life cycle activities necessarily rely on and support internal information technology processes.  From innovative ordering and web-based catalog and collaboration tools through reporting and integration, DataSource works closely with IT departments to complement existing efforts and programs.
  
  
• Brings new ideas to the effort.  DataSource brings real world experience from a variety of industries, and brings new ideas and innovative cost savings opportunities to our clients.  We tackle both direct savings and indirect savings, with strongly justified ROIs.  Our clients tell us this a big differentiator.