Technology has had an impact on all industries and so it is no wonder that today’s customers expect the same level of convenience and accessibility from financial services providers as they get from other services. Bundledocs, isn’t just for the legal sector, so keep reading to find out how you can unlock the key benefits and streamline your organisation’s processes.
The Benefits of E-Bundling Technology for the Financial Services Sector
Whether your organisation is looking to increase security measures for internal document management, stay ahead of CSRD reporting regulations, or facilitate stronger collaboration, here are some of the key benefits of choosing Bundledocs.
Increased Security
As the financial sector has embraced cloud technology, it has also become a target for cyber-attacks, seeking valuable data. The average data breach in the US costs almost $6 million, highlighting the importance of choosing secure and reputable partners.
As organisations handle confidential information from their customers as part of their operations, their e-bundles should be encrypted and secure to ensure no unauthorised access. Our solution is ISO 27001 certified and uses TLS encryption technology to ensure a secure channel of communication between our servers and the user's browser. Our secure-share feature also allows users to share a password-protected bundle with anyone in the world.
CSRD Reporting
Adopting cloud solutions across all areas can help support your ESG efforts and reduce the risk of defaults from non-compliance by customers, as organisations in the sector continue to make decisions on how technology is integrated into their solutions. The financial services industry is often fast-paced, playing a crucial role in creating a sustainable economy. As such, reducing the amount of time-consuming tasks and improving efficiency is important.
The Corporate Sustainability Reporting Directive (CSRD) will come into force for many banks operating in the EU, meaning they will be legally required to include “reliable and auditable sustainability data alongside financial information in their annual report.” As organisations find themselves under a greater level of scrutiny to implement and report on their sustainable practices, Bundledocs can help reduce paper usage and its associated environmental impact.
Employee Wellbeing and Collaboration
Research by Deloitte showed that 66% of financial services leaders working hybrid or fully remote would leave their firm if required to return to the office full-time. Our collaboration features help organisations to embrace flexible working, such as hybrid and fully remote working options, thereby improving employee attraction and retention rates.
No training is needed to use Bundledocs, but we are still here to help during every step of your journey. Offering 24/5 customer support across the APAC, European and Americas markets, our team is happy to assist should you need us.
Customer Experience and Scalable Growth
Not only will adopting e-bundling technology have a positive impact on your processes, but it will also help you to prioritise your customers and focus on important work. Our team is focused on technical excellence and dedicated to ensuring our customers get the best out of our solution.
With customers and organisations managing finances solely online due to the advances in fintech and the fusion of technology and financial services, some organisations may now have the potential to consider scaling their operations globally. Global employees now hire teams to work entirely remotely, helping remove the need for costly offices in multiple locations, allowing organisations to streamline their overheads. As employees located globally may be working off different files, Bundledocs can easily collate files into a single shareable PDF bundle.
Start Your Bundledocs Free-Trial Now
Adopting Bundledocs will allow you to expand and streamline processes, enhancing customer experiences and remaining competitive in global markets. As the financial services sector continues to utilise technology as part of its offerings, e-bundling technology will allow you to become better equipped to meet the growing demands of modern digital customers.
If you would like to start creating high-quality bundles, contact our team at info@bundledocs.com or visit www.bundledocs.com and get started now. Bundledocs also offers users a 30-day free trial, allowing your organisation to understand how it can fit into your processes.