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MetaViewer for Finance

A Paperless Financial Workflow Solution you can't afford not to have.

In banking, insurance, and the securities business, managing the diversity of customers, products and regulatory agencies requires quick and flexible access to all corporate knowledge. With MetaViewer's paperless financial workflow solution you’ll realize significant value and an increased ability to utilize existing line-of-business applications and legacy systems, such as processing systems, loan origination systems, portfolio accounting, call center, CRM and ERP solutions. To discover how financial automation processes are made efficient by going paperless, helping financial services companies achieve revenue growth, increase efficiency and maintain compliance read our case study below.

Marsh and McLennan
Paperless Financial Workflow Solution Marks a Good Investment for Financial Institution.read more...
Institute of Chartered Accountants
Institute of Chartered Accountants Endorses MetaViewer - Manages Hundreds of Thousands of Documents.read more...
Sunflower Bank
Sunflower Bank, N.A. Streamlines Workflow with AP Automation.read more...

MetaViewer's paperless financial workflow
solutions include:

  • Statement distribution
  • Archival and retrieval
  • Exception handling
  • Accounts payable and receivable
  • Human Resources
  • Online banking
  • Credit applications
  • Customer service
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