How scanning your financial planning client files leads to better compliance, privacy and security outcomes
We understand that maintaining the security and confidentiality of your clients information is your top priority. Scan2Archive has over 15 years’ experience working with financial planners and have established ourselves as experts in financial planning document scanning. Our processes are backed by AS/NZS ISO 9001:2015 accreditation, helping to ensure the security and confidentiality of your customers’ data.
Scan2Archive offers a secure document collection service from your office to our secure scanning facility. Each project is allocated one of our experienced project managers to manage the entire project from secure transportation through to industrial destruction or secure return.
Prior to scanning, your files are carefully prepared including; the removal of all staples, clips, and fasteners. Post-it notes are repositioned clear of any text and page corners are unfolded and paper tears repaired as required. Any excess dust or dirt is removed prior to scanning. Once digitised the images are straightened, rotated, cropped, colour corrected (if needed) and blank pages removed.
All the data captured can be immediately uploaded into any financial planning software or CRM solutions such as X-Plan, Coin and Midwinter. Alternatively, the scanned files and associated digital assets can be made available through a secure FTP link. If requested, Scan2Archive can also provide access using online file-sharing services or deliver a portable hard drive/USB directly to you.
Finally, once we receive your approval to destroy the documents, they are securely shredded and pulped to NSW Government standards and a certificate of destruction is provided.
If you are considering changing licensee, moving office, selling your practice or just want to get ahead of the digitisation and compliance curve. Contact Scan2Archive so you can discuss how our services can ensure the security and confidentiality of your client files.