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Accounting and Finance

Taking stock of your existing print infrastructure to find what works
—and what doesn’t.
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Optimizing Print Infrastructure for Financial Organizations 

Financial institutions face complex challenges in managing print across multiple offices, branches, and departments. Disconnected fleets, inconsistent workflows, and delayed service can waste time, inflate costs, and disrupt operations. As a brand-neutral managed print provider, Flex Technology Group delivers streamlined, data-driven solutions that centralize oversight, improve reliability, and optimize cost efficiency across the enterprise.
 
We understand the financial sector demands precision, accountability, and scalability- and we build solutions that deliver exactly that.  

Banking Operations: Retail, Commercial, and Investment Services 
Managing print across multiple branches can be overwhelming. FlexTG partners with financial institutions to centralize oversight, improve operational efficiency, and deliver reliable service for advisors, staff, and clients. 
Key Benefits:
  • Centralized Fleet Management: Oversight of all devices ensures consistent service, simplified supply management, and improved visibility across the network. 
  • Proactive Monitoring: Alerts and quarterly reviews give IT teams insight into usage, service history, and firmware, preventing downtime. 
  • Fast, Reliable Service: 98% of offices now receive service within one business day, even in remote locations. 
  • Cost Efficiency: Standardized device lists reduce long-term cost-per-page and simplify scaling. 
Results in Action:
  • A wealth management network with 90 offices eliminated recurring $220 emergency service calls and improved uptime. 
  • A national investment group standardized fleets and centralized management, boosting operational consistency by 30% annually and ensuring accurate, on-time client document processing.  
Insurance Providers: Commercial and Consumer Solutions 
Insurance firms rely on secure, reliable printing for policies, claims, and sensitive client communications. FlexTG ensures workflows are efficient, compliant, and cost-effective. 
Key Benefits:
  • Secure & Compliant Printing: Protect sensitive information and meet regulatory requirements. 
  • Efficient Document Workflows: Streamline claims and policy processing. 
  • Centralized Management: Simplify device monitoring, supplies, and maintenance. 
  • Cost Optimization: Reduce unnecessary spending through fleet consolidation. 
Results in Action:
  • A multi-office insurance provider reduced document turnaround times by 25% by adding networked printers.  
  • A national insurance provider implemented a standardized fleet of 60 devices with centralized management, improving operational consistency. 
Investment Management Firms: Hedge Funds & Private Equity 
Investment management offices demand secure, fast, and highly reliable print infrastructure to support sensitive investor and portfolio documents.
Key Benefits:
  • Centralized Fleet Oversight: Maintain high service consistency across multiple offices. 
  • Proactive Monitoring: Ensure uptime and performance for time-sensitive documents. 
  • Scalable Solutions: Supports expansion without disrupting workflows. 
  • Cost Control: Standardized device lists reduce operational expenses and simplify procurement. 
Results in Action:
  • A regional hedge fund network consolidated its fleet and standardized devices, achieving over 20% monthly cost savings while improving uptime. 
  • At a private equity firm, centralized reporting on device usage and firmware reduced IT troubleshooting time by 50% and improved security. 
Corporate Finance Teams: Planning, Capital, and Investment Oversight
Corporate finance departments require reliable, efficient, and accountable printing solutions to support strategic financial planning and internal reporting. 
Key Benefits:
  • Streamlined Device Management: Centralized fleet reduces administrative complexity. 
  • Proactive Support: Alerts and reporting prevent costly downtime. 
  • Operational Efficiency: Simplify printing for cross-functional teams. 
  • Budget Optimization: Lower cost-per-page and eliminate emergency service charges. 
Results in Action:
  • A multi-office corporate finance group fully eliminated emergency service costs and increased fleet reliability, supporting faster reporting cycles. 
  • At a regional private capital firm, streamlining print operations reduced manual oversight by 20% monthly, improving overall operational efficiency.  
Public Accounting Firms: Financial Reporting and Advisory Services
Accounting firms need secure, precise, and highly available print infrastructure for client reporting, audits, and advisory documentation. 
Key Benefits:
  • Secure Printing & Compliance: Ensure client data protection and audit readiness. 
  • Efficient Workflows: Simplify document production across teams and locations. 
  • Centralized Fleet Management: Reduce downtime, simplify supplies, and standardize devices. 
  • Cost Management: Lower operational expenses and maximize productivity. 
Results in Action:
  • A multi-office accounting firm standardized 90% of its fleet and centralized reporting, improving turnaround for client deliverables. 
  • At a mid-sized advisory group, consolidating devices and workflows reduced operational costs and eliminated redundancies, saving $15,000 annually. 

Why FlexTG for Finance?

With decades of experience serving banking, wealth management, insurance, corporate finance, and public accounting, FlexTG delivers: 
LONG-TERM PARTNERSHIPS
We build strategic, long-lasting relationships focused on continuous improvement across financial operations.
FLEET OPTIMIZATION
Deep expertise in large-scale device management and workflow automation for distributed finance environments.
TAILORED
SOLUTIONS
Custom-built print and document strategies designed around each organization’s unique compliance and operational needs.
PROVEN
RESULTS
Measured gains in cost savings, operational efficiency, and improved IT visibility across complex infrastructures.

Key Stats & Highlights:

  • $15K annually saved for a mid-sized advisory group 
  • 50% reduction in IT troubleshooting time at a private equity firm 
  • 30% boost in operational consistency for a national investment group 
  • 20–30% reduction in printing costs across financial organizations 

Flex Technology Group provides financial institutions with streamlined, efficient print solutions that transform operations into a strategic asset, supporting staff, advisors, and client services.   

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Contact us today to learn more about how FTG can help you stay competitive.

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