// RECORDS MANAGEMENT
// RECORDS MANAGEMENT
FINANCE DOCUMENT MANAGEMENT
Take Control of your Financial Documents
Secure, compliant, and affordable solutions for businesses on Long Island and New York City.
Financial professionals are involved in one of the most fast-paced, information-heavy, complicated industries. Whether you are a bank, mortgage company, an insurance company, or government agency, the amount of financial documents these professionals deal with is endless. They rely on a wide variety of documentation to provide the best service possible. At Emerald, we have serviced financial institutions for over 20 years. We have the experience to assess your specific situation and provide the best solutions for your company.
The Challenges of Managing Financial Documents In-house
Financial Services Document Management Expertise
We Specialize in Financial Documents Such As:
- Accounts Payable/ Receivable
- Mortgage loan files
- Audit Documentation
- Corporate Filings
- Human Resources
- Legal Files
- Insurance Documents
- Client Files
- Invoices
- Loan Applications
- Investment Forms
- Financial Statements
- Contracts
- Credit Statements
- Underwriting
- Tax Records
- Archives
- And many more…
Key Benefits of Choosing Emerald for Financial Services Document Management
Save Time Searching for Records
With digital records, eliminate the time spent searching for documents within your office. Instead, every record is uploaded to a Document Management System. Even if you do not know precisely what you are searching for, documents can be discovered with keyword searches or even key phrase searches.
Access and Share Information Efficiently
Increase the productivity of your staff by utilizing our Document Scanning Solutions. Not only are your documents much more accessible, but they can be shared more efficiently. No longer must you waste time and paper making copies or scanning individual pages at a time; simply search for your document and share it as easily as sending an email.
Get The Most Out of Your Office Space with Document Storage
Eliminate the need for bulky filing cabinets that take up valuable office space. Once your documents are scanned and uploaded, we store your physical files until they can be destroyed. This allows you to utilize your office space to its fullest potential.
How Our Document Scanning Process Works
We make it easy to transition from paper to digital — without disrupting your day-to-day operations. Here’s what to expect when you work with Emerald Document Imaging:
1. Free Consultation & Planning
We start by learning about your goals, timelines, and the types of documents you need scanned. From there, we design a customized plan tailored to your workflow, compliance requirements, and business needs.
2. Pickup & Project Implementation
Once your project workflow is established, we take care of everything: secure pickup and transport, meticulous document preparation, high-quality scanning, detailed indexing (by name, date, patient ID, etc.), and thorough quality control. We ensure your documents are digitized accurately and ready for seamless import into your software platform.
3. Secure Delivery & Integration
After scanning is complete, we deliver your digital files securely. If you don’t already have a document imaging or management system, we can help you find the right solution — including a free demo of a cloud-based document management platform or delivery of fully searchable PDFs on portable media.
What our clients are saying
Businesses across Long Island and New York City trust Emerald Document Imaging to handle their most important documents — securely, accurately, and on time.
Our Healthcare Services
Document Scanning
Our document scanning service provides your business with the files you need in a digitized format. You will no longer need to fax or make copies; instead, just simply search and share your document.
Document Storage
Document Management Software
Through a web-based document repository, you can have access to all of your documents in a matter of seconds. Emerald can load all of your scanned files into an online solution for easy access.
Ready to Go Paperless?
Whether you’re scanning decades of archives or just getting started with digital records, Emerald Document Imaging makes the process simple, secure, and stress-free.
Let’s talk about your project — we’ll provide a free quote and answer any questions.
Or give us a call at (631)-435-2900
