Financial & Banking Services

Banking, financial services and accounting functions, such as accounts payable and accounts receivable (AP/AR) can be complex, time consuming and have high documentation requirements. By outsourcing these processes to DATAMARK, you can streamline these workflows and reduce operating costs while returning focus to your core business.

Your financial and accounting workflow can begin with DATAMARK's digital mailroom solution. Financial documents, received as hard copy, by e-mail or through web interfaces, are funneled at the front end and immediately imaged for data capture. Data is automatically processed with specialized software or processed manually at DATAMARK’s onshore, nearshore or offshore facilities. Invoice data can be exported to any major ERP platform for payment.

DATAMARK's financial services solutions help banks, mortgage companies and any other organization with accounting workflows standardize and streamline processes, while improving cash management and compliance.

Accounts Payable Services:

  • Purchase order management
  • Invoice receipt and imaging
  • Invoice 3-way match reconciliation
  • Exception handling
  • Employee travel & expense processing

Accounts Receivable Services:

  • Order management and invoicing
  • Remittance processing
  • Cash application and posting
  • Customer collection management
  • Refunds and settlements

Documents of Financial & Banking

Documents processed by DATAMARK include, but are not limited to:

  • Account applications
  • Credit card applications
  • Change of address forms
  • Mortgage and loan forms
  • Rebate forms

Brochures   related to Financial & Banking

  • Digital Mailroom Management

    On-site or off-site, DATAMARK redesigns workflows and uses the latest technologies to turn hard-copy and electronic documents into useful digital information.

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  • Scanning & Imaging Services

    Our global delivery centers are equipped with high-volume platform scanners, OCR technologies, and have the necessary production and storage space to quickly ramp up large-scale scanning projects.

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  • Finance and Accounting Services

    Starting with a digital mailroom solution, DATAMARK uses Lean Six Sigma strategies to transform AP/AR processes for improved cash flow.

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White Papers   related to Financial & Banking

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Videos   related to Financial & Banking

DATAMARK Overview Video

Learn how DATAMARK works with Fortune 500 companies and other organizations to reduce operating costs for mail centers, document processing, customer contact and other business services.

Outsourced Mailroom and Document Processing Overview

See how DATAMARK handles back-office processes for large enterprises, allowing these companies to focus on core business.

Articles   related to Financial & Banking

Our Partners

DATAMARK® develops strategic alliances with some of the world’s leading software providers, technology distributors, system integrators and value-added resellers to deliver comprehensive business process solutions to our clients.


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