Financial Services

Digital technology is radically changing the behaviour and expectations of consumers. This is particularly true in the financial services sector where established brands are striving to ensure their services are as seamless as possible for customers and business prospects who expect an increasingly personalised and relevant experience across all channels.

As one of the most competitive business sectors, the financial services industry also faces almost continuous regulatory and legislative change. The pressure to track customer records across legacy systems as well as improve efficiency and reduce costs is constant.

How We Help

Many leading global financial services organisations – including Nationwide Building Society, NFU Mutual and Lloyds Banking Group – rely on EDM Group to provide robust information management solutions. Our proven combination of intelligent technology and watertight outsourced services enable them to increase the efficiency and effectiveness of their back office processes, resulting in measurable cost savings and dramatic improvements in customer service standards.

Our clients choose EDM Group for our demonstrable experience in managing complex implementations and our proven ability to manage on-going service delivery in a regulated Financial Services environment.

Digital Mailroom

EDM helps financial services organisations address these challenges with purpose-built solutions that use a blend of technology and outsourced services to optimise back office processes.

The most sophisticated of these solutions is our unique Digital Mailroom – an end-to-end information management solution that frees organisations from the impeding effects of inefficiency.

The Digital Mailroom process ensures that all correspondence received – whether by web, post, email, fax or any other channel – is fed into one central system. Physical documents are scanned to create digital images, and the originals are then either stored for compliance purposes or securely destroyed.

All documents that enter the system are automatically categorised by our intelligent software ensuring resource is used as efficiently and cost effectively as possible.

In addition, all documents are stored on our hosted system – EDM Online which means authorised staff can access them in seconds allowing customer queries to be answered virtually instantly and from any location.




Over 375 million images scanned and accessed on EDM Online


Up to 4,000 inbound mail items processed each day


50% savings in customers’ operational costs with Digital Mailroom solution