Digital transformation solutions customized to your financial institution’s needs

Digitize Your Paper Flow
enhance processing power

Enhance your processing power

maximize speed

Maximize your speed and efficiency

optimize security

Optimize your

simplify compliance protocols

Simplify your compliance protocols

Upgrade from your legacy systems and say goodbye to your paper processes.

Consumers expect digital convenience. Digital transformation allows you to adapt to shifting customer demands and stay competitive in an ever-changing market.

Digital transformation is the process of upgrading technology for improved speed, efficiency, and increased access. Scan-Optics is the experienced digital transformation partner you need to optimize your workflows, reconfigure your processes, and execute a successful digital transformation journey.

With Scan-Optics, you can not only keep up with customers, but optimize your internal workflows so your organization can save time, cut down on stress, minimize overhead, and maximize efficiency.


  • Credit Applications

  • Account Audits

  • New Accounts

  • Human Resource Files

  • Signature Cards

  • Loan Documents

  • Canceled Checks

  • Bank Statements and Records


  • Customer Onboarding

  • Customer Inquiries

  • Application Processing

  • Applications For Funding

  • Remittance Processing

  • New Loan Approvals

  • Remittance Processing

  • Financial Contracts

  • Human Resources Processes

Digitally transform with Scan-Optics

With digital transformation for financial services, you can:

  • Empower your clients to work with you securely and easily from any location
  • Save your employees time by allowing them to streamline their workflows
  • Work remotely with the knowledge that your system is secure wherever you go
  • Organize your records for simple storage and convenient access
  • Meet evolving customer service demands and expectations
  • Free up and consolidate precious real estate footprint
Document Conversion

Document Conversion

Convert paper files into digital formats for improved business workflows. Free up office space and protect important information by making digital copies of all your physical documents.

Digital Record Management

Digital Record Management

Improve organization by digitally maintaining financial records in content management platforms. Allow staff to access information easily and securely from anywhere.

Robotic Process Automation

Robotic Process Automation

Automate tasks to improve accuracy and reduce workload. Lighten the load on administrative tasks like onboarding, payroll, and more.

Digital Mailroom

Digital Mailroom

Access physical mail from anywhere using your email inbox. With a digital mailroom, you can securely and automatically route mail to employees; manage return mail more effectively; and deliver transactional data to the line of business.

Explore our Full Catalog of Services.

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Schedule a document assessment today