Financial Services
Automate KYC files, loan documentation and AP invoices with validated data flowing into core systems.
Transform how of financial documents are processed
Octacom combines intelligent capture, specialist review, and managed services to accelerate onboarding, lending, and financial document processing.
Transform how of financial documents are processed
Octacom combines intelligent capture, specialist review, and managed services to accelerate onboarding, lending, and financial document processing.
Transform how of financial documents are processed
Octacom combines intelligent capture, specialist review, and managed services to accelerate onboarding, lending, and financial document processing.
Transform how of financial documents are processed
Octacom combines intelligent capture, specialist review, and managed services to accelerate onboarding, lending, and financial document processing.
Faster client onboarding
Process applications and KYC documents faster with automated capture, validation, and routing.
Faster client onboarding
Process applications and KYC documents faster with automated capture, validation, and routing.
Faster client onboarding
Process applications and KYC documents faster with automated capture, validation, and routing.
Faster client onboarding
Process applications and KYC documents faster with automated capture, validation, and routing.
More accurate data
Catch errors early with automated validation and specialist review before data reaches your systems.
More accurate data
Catch errors early with automated validation and specialist review before data reaches your systems.
More accurate data
Catch errors early with automated validation and specialist review before data reaches your systems.
More accurate data
Catch errors early with automated validation and specialist review before data reaches your systems.
Audit-ready records
Maintain traceable records with secure archiving, version history, and detailed audit trails.
Audit-ready records
Maintain traceable records with secure archiving, version history, and detailed audit trails.
Audit-ready records
Maintain traceable records with secure archiving, version history, and detailed audit trails.
Audit-ready records
Maintain traceable records with secure archiving, version history, and detailed audit trails.
SOC 2 Type II
SOC 2 Type II
SOC 2 Type II
HITRUST CSF
HITRUST CSF
HITRUST CSF
PIPEDA / PHIPA
PIPEDA / PHIPA
PIPEDA / PHIPA
Protected Level B
Protected Level B
Protected Level B
From application to approval
Octacom manages financial document workflows from application intake and data capture to approvals, helping teams process requests faster.
From application to approval
Octacom manages financial document workflows from application intake and data capture to approvals, helping teams process requests faster.
From application to approval
Octacom manages financial document workflows from application intake and data capture to approvals, helping teams process requests faster.
Capture client data with greater accuracy
Classify KYC files, loan documents, and statements while validating key fields against business rules.
Capture client data with greater accuracy
Classify KYC files, loan documents, and statements while validating key fields against business rules.
Capture client data with greater accuracy
Classify KYC files, loan documents, and statements while validating key fields against business rules.
Bring every application into one flow
Capture and route mailed forms, account applications, and client correspondence to the right teams.
Bring every application into one flow
Capture and route mailed forms, account applications, and client correspondence to the right teams.
Bring every application into one flow
Capture and route mailed forms, account applications, and client correspondence to the right teams.
Keep approvals moving without delays
Route files for review, flag missing documents, and keep every decision on record for compliance.
Keep approvals moving without delays
Route files for review, flag missing documents, and keep every decision on record for compliance.
Keep approvals moving without delays
Route files for review, flag missing documents, and keep every decision on record for compliance.
Your core systems. Expertly connected.
Deliver validated data into core banking, CRM, and ERP platforms, including SAP and Oracle, through secure APIs and SFTP.
Your systems. Seamlessly connected.
Move validated invoice data into the ERP and business systems your team already uses, without disrupting existing workflows.
Your core systems. Expertly connected.
Deliver validated data into core banking, CRM, and ERP platforms, including SAP and Oracle, through secure APIs and SFTP.
Your core systems. Expertly connected.
Deliver validated data into core banking, CRM, and ERP platforms, including SAP and Oracle, through secure APIs and SFTP.
Use Cases
Make document workflows effortless for everyone
Give every team one secure place to submit, find and act on documents — while Octacom handles capture, validation and integration behind the scenes.
Use Cases
Make document workflows effortless for everyone
Give every team one secure place to submit, find and act on documents — while Octacom handles capture, validation and integration behind the scenes.
Use Cases
Make document workflows effortless for everyone
Give every team one secure place to submit, find and act on documents — while Octacom handles capture, validation and integration behind the scenes.
Use Cases
Make document workflows effortless for everyone
Give every team one secure place to submit, find and act on documents — while Octacom handles capture, validation and integration behind the scenes.
A Portal for Document Management and Workflow
We started using the Octacom services several years ago with email and fax submissions. The introduction of the Octacom portal has really changed the game and we see it being used more and more everyday.
K. Brodie
Director Advisor Relations
A Portal for Document Management and Workflow
We started using the Octacom services several years ago with email and fax submissions. The introduction of the Octacom portal has really changed the game and we see it being used more and more everyday.
K. Brodie
Director Advisor Relations
A Portal for Document Management and Workflow
We started using the Octacom services several years ago with email and fax submissions. The introduction of the Octacom portal has really changed the game and we see it being used more and more everyday.
K. Brodie
Director Advisor Relations
A Portal for Document Management and Workflow
We started using the Octacom services several years ago with email and fax submissions. The introduction of the Octacom portal has really changed the game and we see it being used more and more everyday.
K. Brodie
Director Advisor Relations
Questions answered.
What does Octacom do?
Octacom helps organizations digitize information, automate document workflows, and improve business processes. We combine technology, implementation expertise, and managed services to deliver solutions from start to finish. One partner, end to end.
How does Octacom work with our existing systems?
Our solutions are designed to work with your existing technology, including enterprise applications, document management systems, and business platforms. We help connect information and workflows across systems without requiring you to replace the tools you already use.
Which business processes can Octacom automate?
We support processes including document scanning, digital mailroom operations, invoice processing, claims processing, proof of delivery management, data extraction, and document routing. Our solutions are tailored to how your organization operates.
What types of documents can Octacom digitize?
Octacom digitizes a wide range of physical documents, including paper records, invoices, forms, medical records, large-format drawings and blueprints, maps, microfilm, and microfiche.
How does Octacom protect sensitive information?
Security is built into every stage of our operations. Octacom is SOC 2 Type II audited, aligns with the HITRUST Common Security Framework, and maintains Protected Level B document safeguarding capability. We adhere to PIPEDA, PHIPA, and Canada Evidence Act requirements, with strict physical security, access controls, and privacy practices to protect sensitive information.
Questions answered.
What does Octacom do?
Octacom helps organizations digitize information, automate document workflows, and improve business processes. We combine technology, implementation expertise, and managed services to deliver solutions from start to finish. One partner, end to end.
How does Octacom work with our existing systems?
Our solutions are designed to work with your existing technology, including enterprise applications, document management systems, and business platforms. We help connect information and workflows across systems without requiring you to replace the tools you already use.
Which business processes can Octacom automate?
We support processes including document scanning, digital mailroom operations, invoice processing, claims processing, proof of delivery management, data extraction, and document routing. Our solutions are tailored to how your organization operates.
What types of documents can Octacom digitize?
Octacom digitizes a wide range of physical documents, including paper records, invoices, forms, medical records, large-format drawings and blueprints, maps, microfilm, and microfiche.
How does Octacom protect sensitive information?
Security is built into every stage of our operations. Octacom is SOC 2 Type II audited, aligns with the HITRUST Common Security Framework, and maintains Protected Level B document safeguarding capability. We adhere to PIPEDA, PHIPA, and Canada Evidence Act requirements, with strict physical security, access controls, and privacy practices to protect sensitive information.
Questions answered.
What does Octacom do?
Octacom helps organizations digitize information, automate document workflows, and improve business processes. We combine technology, implementation expertise, and managed services to deliver solutions from start to finish. One partner, end to end.
How does Octacom work with our existing systems?
Our solutions are designed to work with your existing technology, including enterprise applications, document management systems, and business platforms. We help connect information and workflows across systems without requiring you to replace the tools you already use.
Which business processes can Octacom automate?
We support processes including document scanning, digital mailroom operations, invoice processing, claims processing, proof of delivery management, data extraction, and document routing. Our solutions are tailored to how your organization operates.
What types of documents can Octacom digitize?
Octacom digitizes a wide range of physical documents, including paper records, invoices, forms, medical records, large-format drawings and blueprints, maps, microfilm, and microfiche.
How does Octacom protect sensitive information?
Security is built into every stage of our operations. Octacom is SOC 2 Type II audited, aligns with the HITRUST Common Security Framework, and maintains Protected Level B document safeguarding capability. We adhere to PIPEDA, PHIPA, and Canada Evidence Act requirements, with strict physical security, access controls, and privacy practices to protect sensitive information.
Questions answered.
What does Octacom do?
Octacom helps organizations digitize information, automate document workflows, and improve business processes. We combine technology, implementation expertise, and managed services to deliver solutions from start to finish. One partner, end to end.
How does Octacom work with our existing systems?
Our solutions are designed to work with your existing technology, including enterprise applications, document management systems, and business platforms. We help connect information and workflows across systems without requiring you to replace the tools you already use.
Which business processes can Octacom automate?
We support processes including document scanning, digital mailroom operations, invoice processing, claims processing, proof of delivery management, data extraction, and document routing. Our solutions are tailored to how your organization operates.
What types of documents can Octacom digitize?
Octacom digitizes a wide range of physical documents, including paper records, invoices, forms, medical records, large-format drawings and blueprints, maps, microfilm, and microfiche.
How does Octacom protect sensitive information?
Security is built into every stage of our operations. Octacom is SOC 2 Type II audited, aligns with the HITRUST Common Security Framework, and maintains Protected Level B document safeguarding capability. We adhere to PIPEDA, PHIPA, and Canada Evidence Act requirements, with strict physical security, access controls, and privacy practices to protect sensitive information.
Let's simplify your document workflows.
Tell us what you're looking to solve. Our experts will help you find the right combination of technology, automation, and managed services to move your business forward.
With Octacom’s Records Conversion Service, Estée Lauder has increased productivity and reduced costs.
Estée Lauder
Estée Lauder Cosmetics
or call via
+1 888 739 1934
Let's simplify your document workflows.
Tell us what you're looking to solve. Our experts will help you find the right combination of technology, automation, and managed services to move your business forward.
With Octacom’s Records Conversion Service, Estée Lauder has increased productivity and reduced costs.
Estée Lauder
Estée Lauder Cosmetics
or call via
+1 888 739 1934
Let's simplify your document workflows.
Tell us what you're looking to solve. Our experts will help you find the right combination of technology, automation, and managed services to move your business forward.
With Octacom’s Records Conversion Service, Estée Lauder has increased productivity and reduced costs.
Estée Lauder
Estée Lauder Cosmetics
or call via
+1 888 739 1934
Let's simplify your document workflows.
Tell us what you're looking to solve. Our experts will help you find the right combination of technology, automation, and managed services to move your business forward.
With Octacom’s Records Conversion Service, Estée Lauder has increased productivity and reduced costs.
Estée Lauder
Estée Lauder Cosmetics
or call via
+1 888 739 1934
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