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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.

Financial services are evolving at a rapid rate. Are you doing enough to keep up?


Of financial services leaders say the speed at which that technology is changing is one of their biggest concerns.


Of organizations say the top challenge for bank directors is keeping up with ever-changing regulations.


Of financial organizations say creating digital capability is their most important technology focus.

How we support financial organizations

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

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

By optimizing your office environment, you can enhance the efficiency of your print operations, minimize paper waste, and reduce costs.

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

Utilizing electronic folders for secure document storage enables users to swiftly capture, submit, audit, share, deliver, and archive documents without the need for paper.

modern office setting xerox versalink
modern office setting xerox versalink

Gain control of documents and data

Xerox® Managed Print Services

We know that the retail industry uses multiple documents for every step in the customer journey. We help you integrate and streamline processes to better serve your clients and employees.

  • Control your printing costs

  • Gain visibility of all printing devices

  • Utilize in-depth analytics to better understand trends

Keep your business connected and secure

Xerox® IT Services

Our wide selection of network hardware and custom solutions will allow you to create a secure and modern IT infrastructure.

  • Enhanced data security solutions

  • Extensive product catalog with flexible pricing for laptops, desktops, Chromebooks, firewalls, and more

  • Integrated cloud and mobile solutions

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Collaborate intelligently from anywhere

VoIP, Telecom, Voice and Video Collaboration

Empower your team and clients to collaborate seamlessly, no matter where they are.

  • VoIP hardware and solutions

  • Immersive room technology for remote video conferencing

  • Team collaboration tools and software

Cloud connected - app driven

Xerox® ConnectKey® Multifunction Copiers and Printers

Xerox® ConnectKey® enabled printers and MFPs deliver industry leading document and printing security while offering the ability to integrate devices with cloud and app services.

  • Secure printing and document scanning

  • Utilize popular services like Google Drive, Dropbox, Sharepoint and more

  • Customizable user interface for ease of use

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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.

What if you could put mundane, repetitive tasks on autopilot?

Xerox® Robotic Process Automation lets you automate manual tasks across business processes. Do more in less time and with fewer resources.

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Let's get in touch.

Simply fill out our online form, we’d love to hear from you!

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