Green Office Partner manages print devices for financial firms across the United States and Canada. We are the premier choice for printing and document management services across all states and provinces.
Our Services for Finance
Between managed print services, document workflow optimization, and other supplementary solutions, Green Office Partner offers an array of resources to support your print device fleet. Whether you run a bank, accounting firm, wealth management organization, credit union, or any other business in the financial sector, we are committed to building hand-tailored solutions to meet your needs. Here's what we offer:
Managed Print Services
Let us actively manage your national print fleet so your team can spend more time on building wealth and less time on paper jams.
Document Management
Optimize your document workflow with solutions designed to make data organization as secure as possible.
Document Routing
Automate and digitize your information routing, making the access of contracts and financial documents effortless for your team.
Multi-Location Strategies
Coordinate your team's print workflow between offices across the country, creating standards to implement company-wide.
Managed Print Services for Finance
Between audits, compliance measures, regulations, insurance, and others, financial firms go through countless pages of paperwork on a daily basis..
Managed print services help investors and planners streamline their printing processes, reduce costs, and improve document security.
With Green Office Partner, your company can benefit from customized solutions designed to meet your specific needs.
We also provide ongoing support and maintenance to ensure that equipment is always functioning at optimal levels.
By partnering with a managed print services provider, financial firms can focus on growing investments and less on your growing piles of paper clutter.
Document Management for Finance
In the financial industry, highly-sensitive documents are commonplace. Every business that deals with client account paperwork must have a reliable, efficient, and secure workflow for every document in its system.
With our scalable Document Management Solutions, our team of experts will determine the optimal actions to take for your organization.
The Green Office Partner Solutions Team will implement the identified solution and seamlessly integrate it within your organization.
Running out of room for clutter on your office? We'll help you create an electronic filing cabinet by converting documents from paper to digital.
Easily categorize your documents and manage them in a secure and centralized location. With our solutions, your team can retrieve information with ease.
We will also help you comply with regulatory requirements, such as the printing and filing of regulatory forms and documentation.
Eliminate room for error, and automate your filing processes for storing contracts, regulatory and financial documents.
Reduce the time your staff spends on organizing paperwork, making your sales and financing processes smoother and faster for your team.
Document Routing for Finance
We offer users batch-scanning technology that delivers speed and efficiency in scanning, naming, indexing, and storing documents.
Our suite allows your team to quickly scan documents from multifunction printers and scanners or import them from network folders.
Once captured, the data will be processed using OCR, barcodes, or keywords.
Documents are quickly indexed, named, stored, and ready for future retrieval.
We can even create a Directory Tree based on document index values, so that your team can easily retrieve information.
Multi-Location Strategies for Finance
When dealing with print devices spread throughout the country, you want standardized procedures for your entire company.
When all offices are aligned, your staff can print, fax, and send documents between sites with ease.
Green Office Partner places a heavy emphasis on standardization. And thanks to our national reach, we can organize and reform your print strategies regardless of what states or provinces you operate in.
Print Challenges for Finance
We've highlighted some of the most common challenges members of the construction industry face, and how Green Office Partner helps you conquer each.
End-user Productivity
Challenges
• Optimize the printer fleet of
hundreds of financial firm locations
to support the sales team, administrators, and investors.
• Reduce cost and complexity of
supplies management.
• Reduce printer-related calls to
the IT helpdesk.
• Document, track, and manage records for every account in your system.
Flexibility & Scaling
Solutions
• Replacement of mixed printer fleet
with Xerox® A3 and A4 devices from
Xerox to Green Office Partner.
• Automated monitoring of printers:
meter readings, toner levels and
fault codes.
• Created customized website to
handle Xerox MFP ordering +
moves/adds/changes from
hundreds of firms
• Implemented cost recovery
software to bill printing to clients.
Cost Reduction
Results
• Reduced print costs by a significant percentage.
• Reduced managing multiple suppliers to one point of contact for the company's entire printer fleet.
• Implemented a proactive delivery
of toner supplies and service
dispatch to every office.
• Implemented cost recovery
software to bill printing to clients,
generating potentially hundreds of thousands in savings per year.
Our Print Assessments for Finance
The print assessment is our way of deconstructing your print inventory, discovering what works and what doesn't. We look at factors like costs, efficiency, types of machines, locations of devices, and much, much more. Our goal is that by the end of the assessment, you will have a thorough understanding of how your print fleet affects your bottom line.
We create a customized and focused managed print service experience for each of our clients, and we start by learning what your goals are. Here are the most common objectives our clients have for initiating a print assessment:
Increase Productivity
Optimize your fleet and make printing easier and faster for your office.
Control Costs
Manage your spending on equipment maintenance, consumable purchases and infrastructure costs.
Go Green
Reduce your office's carbon footprint with responsible paper usage.
Unburden IT Staff
Relieve your IT staff from troubleshooting print-related issues, allowing them to focus on higher-priority tasks.
Our Solutions for Finance
Document Security
Protect sensitive documents from falling into the wrong hands. Green Office Partner offers flexible, top shelf security protocols.
Digital Documents
Leave the file cabinets behind. Green Office Partner will help you digitize information. Doing so will make document retrieval faster and more secure.
Fax Solutions
Digital fax solutions for your organization that will convert and send documents quickly and securely from any PC or Mobile device to any fax machine.
Multifunction Printer Apps
Apps allow your office's staff to fully customize and optimize your devices to allow quick access to important documents with a simple touch.
Compliance Measures
Our technology will help your advisors and administrators stay compliant with rules and regulations, regardless of location.
Variable Data Management
Green Office Partner can help you create effective communications with your customers by personalizing your marketing media.
Our Net Promoter Score is 100% and We Won't Stop There.
This score serves as a reflection of our customer's satisfaction with our services and their willingness to recommend us to their peers. We're proud to see this score climbing each year, and we'll work to keep that trend going!
System Up-Time
Client Retention
Clients who work with Green Office Partner will receive:
Need more information? Request a Meeting...
We can help. Whatever your technology needs are, chances are, we've seen it before.