Financial

For banks managing high-stakes financial transactions and documentation, accuracy and efficiency are non-negotiable. A leading European bank faced a growing challenge: employees were wasting time toggling between windows or printing documents just to compare versions. From contracts to applications to financial reports, the manual review process was slow, error-prone, and draining resources. The risk of overlooking key revisions was too high—and so was the operational cost.

For banks handling high volumes of sensitive documents, approvals must be accurate, traceable, and fast. A major financial institution found itself struggling with precisely the opposite. Teams across compliance, legal, and finance relied on dynamic stamps to approve, track, and timestamp documents—but the system wasn’t working. Stamps were applied manually, inconsistently, and with frequent errors. Staff couldn’t customize the stamps easily, leading to delays, confusion, and compliance risks.

Loan processing is often burdened with time-consuming, paper-based procedures—especially for large banks managing thousands of applications each month. In this case study, a prominent North American banking institution found itself facing these very challenges. Despite having basic document software, the bank’s manual workflows—relying on printing, scanning, and faxing—were slow, error-prone, and difficult to scale.

Revolutionizing Financial Document Management: How an Investment Company Enhances Precision and Security with Foxit PDF Solutions
A leading investment company, facing increasing demands in the financial sector, turned to Foxit PDF solutions to streamline its document management processes. With the growing need to ensure document security, maintain precision, and comply with strict regulations, Foxit helped the company improve operational efficiency and safeguard sensitive data.

Arion Bank, in its pursuit of transitioning to a paperless banking model, made the strategic decision to adopt Foxit PDF Editor+. This move was aimed at significantly improving document creation, editing, and storage processes while enhancing security across the organization. Previously, the bank relied on multiple PDF tools, which complicated workflows and led to inefficiencies.

The Total Economic Impact™ (TEI) study conducted by Forrester Consulting for Foxit PDF Editor examines how switching from legacy PDF solutions to Foxit can generate measurable value for organizations. The study highlights significant financial and operational benefits that help businesses streamline workflows, reduce costs, and improve productivity.

Ensuring clients achieve financial prosperity remains a core objective for wealth managers and registered investment advisors (RIAs). In partnership with tru Independence, Foxit provides the essential platform and tools for efficient business growth.

The COVID-19 pandemic has dramatically reshaped the economy, placing financial institutions (FIs) in a pivotal role. With record-low interest rates, many homeowners rushed to refinance, significantly increasing homebuying activity. Small business owners also sought PPP loans to navigate the crisis, highlighting the urgent need for financial support.

In today's post-pandemic landscape, the shift to hybrid work has made technology investments essential for enhancing productivity and achieving financial benefits. Foxit Software commissioned Forrester to conduct a Total Economic Impact™ study to analyze the potential ROI for organizations transitioning from legacy PDF editors to enterprise-grade solutions with eSigning capabilities, like Foxit.