Classic Data Capture
For all the talk of a paperless society, paper documents remain an important component of many a financial project. Sometimes this is in situations where there are legal impediments to electronic data capture. And paper poses more of a challenge than in the past, since facilities equipped to deal with it in a tightly controlled way, especially in moderate to high volumes, are now part of an endangered species.
If there’s a bottleneck in getting data into your system, speak to us. So-called “classic” data entry is a core capability we’ve taken pains to preserve. It’s a handy companion to our electronic data capture facilities. The dedicated “double entry” system we’ve long had in place enables us to turn hard-copy data into electronic files with a speed, accuracy and uniformity that’s hard to match. Our focus is on shareholder, employee plan and credit union applications, where document controls and audit trails are readily recognized as added value.
Quick Bridges for Data
If your data’s in one format and you need it in another, we’ll build a quick bridge to get you from A to B. Data conversion has always been one of our specialties. We’ve had hands-on experience with files from every major U.S. shareholder record-keeping system, and many smaller ones as well.
Purely programmatic data conversion is sometimes relatively easy, sometimes very difficult and sometimes impossible. Especially messy and time-consuming is the conversion of data from PC spreadsheets for use in formal record-keeping systems, which demand a more strict record structure. Going the other way is a lot easier. (Spreadsheet data is fine in its native environment. It's when you try to move it out of its native environment for use in a different application that challenges arize.)
Tell us what you’ve got, explain where you need to be, and we’ll let you know very quickly whether we can devise a way to get you there. Maybe we’ll be able to accomplish everything programmatically. Maybe we’ll have to go back to hard copy – in some circumstances this is quicker and more cost effective than taking the programming route. And maybe we’ll use a combination of both techniques.