Financial Industry Documents
Critical data conversion, secure & accurate.

Financial document conversions

Data entry, digital scanning and conversion of the most sensitive data and financial documents.

Financial disclosures, applications and documentation critical in serving your clients, and staying compliant to regulations shouldn’t be trusted to overseas labor. Financial clients outsourcing business processes require strict security and accurate information. A perfect match with our experienced staff (over 7 years on the job), 100% US based, no-home operators, background checked and federally inspected facilities. We spare no expense on making sure we have the best people, security and process to handle your sensitive data.

  • Did you know?

    At each location, we run two mirrored file servers that are plugged into a smart UPS.

Financial Document Management and Business Processes Outsourcing

Data Dash, headquartered out of St. Louis, MO, is a leading provider of Financial Document Management and Business Process Outsourcing for banking and financial services since 1991. Our professional scanning and indexing, conversion, lockbox and data entry services combined with or without Laserfiche® solution. We will help you maximize efficiency, improve productivity and increase profitability. You will reduce costs of compliance to multiple regulatory agencies, including FINRA, the SEC and state insurance regulators.

Data Dash helps Financial Institutions by providing resources to manage unpredictable volumes, significantly reduce cost and improve customer service.

When you are ready to let Data Dash help you with your back office operations:

  • No More Mail to Open; No Data to Index; Paper Processing is Eliminated – Go Paperless Documents and data are delivered digitally to your business applications, ready for processing and workflow automation
  • Eliminate Time, Effort and Cost in seeking, hiring, background checking and training staff for short-term needs and peak processing periods to process incoming documents with our paperless solutions
  • Improve Accuracy – Be confident that you are receiving superior data and the highest quality images
  • Your Staff Focus Is On Higher-Level Tasks with business process automation and maintenance-free paperless solutions

Our professional services include data entry, scanning & indexing, lockbox/payment processing, document management and conversions. We develop a plan with you, for you. Then we deliver, integrate, train and help you manage your document workflow.