
Technology Solutions for Finance
Innovation that moves financial services forward
In today’s competitive market, financial service companies like banks, accounting and tax firms need a way to grow revenue in the face of industry-wide credit issues, mergers and acquisitions, and security and regulatory initiatives.
Meet the rapidly evolving changes and challenges in the banking and insurance markets head-on by delivering automation, simplification and real-time processing. Strategic digital transformation makes it possible to experience the best of both worlds — secure, seamless workflows and services that deliver better experiences across the client lifecycle.
Transformation can be disruptive, and it can be difficult to know when or how to get started. That’s where we come in. From speeding up onboarding and claims processing to maintaining compliance and adding more value to client communications, we can help you get ahead, stay ahead and disrupt your market, not your organization.
How we support financial organizations
Rapidly onboard new clients
Rapidly onboard new clients
Enhance efficiency by automating and streamlining the new account application process. By digitizing application forms and client correspondence, you can eliminate paper and reduce processing times, ultimately accelerating your business operations.
Create impactful client communications
Create impactful client communications
Customers have high expectations — speedy, personalized communications on the channels of their choice, like financial statements or insurance documents that make information digestible and actionable. Our multifunction devices can manage the whole process, from design to print to mail.
Reduce printing and operational costs
Reduce printing and operational costs
By optimizing your office environment, you can enhance the efficiency of your print operations, minimize paper waste, and reduce costs.
Maintain document compliance
Maintain document compliance
Reduce the risk and cost associated with complying with complex regulations. Xerox® ConnectKey® Technology protects your client data against security breaches.
Collaborate with ease
Collaborate with ease
Utilizing electronic folders for secure document storage enables users to swiftly capture, submit, audit, share, deliver, and archive documents without the need for paper.

Why choose Xerox® IT support?
IT environments are time consuming, complex, often costly and can take your focus away from what's most important — your business. From desktop to data center, Xerox® IT Services can manage, maintain and support your entire IT infrastructure.
Our offerings range from technology procurement and managed IT services to cloud migrations and critical information security management. Simply put, we manage your technology so you can manage your business.