Roler Data Inc. (“Roler”) is a Mississauga, Ontario-based document services company. Powered by HP Exstream, their solutions include document composition and design, printing and letter shop services, e-presentment, imaging and document management. The company works with clients in financial services, transportation, professional services, utilities and other industries, processing millions of documents every month.

Founded as a Print and Mail Service Bureau, Roler handled client data from multiple sources to create statements, invoices and other key documents. Increasingly, clients turned to Roler’s expertise to help them make their internal and external communications more efficient and effective. Roler evolved into a document services company to offer their broad-ranging customer base a more competitive and innovative means for document delivery and retrieval. They were able to do so by choosing FileNexus as their document management solution.

FileNexus gives Roler’s clients the ability to capture any type of document from any source—paper records, electronic files such as host-generated reports, PC files, emails, statements etc. FileNexus indexes and compresses them for secure archival and future recall—providing a single, cohesive repository for all document management, workflow and retention needs.

FileNexus has allowed Roler to increase revenue, widen its customer base and deepen relationships with existing clients. In less than 3 years, over 70 Financial Institutions have implemented Roler’s FileNexus solution to present and manage both internal and customer-facing documents, including:

• Client Statements
• Cheque Images
• Invoices
• Lease Reports
• Tax Receipts
• Collection Letters

FileNexus is quick to implement and requires very little IT intervention to manage the system. It offers robust security allowing companies with complex regulatory requirements to easily comply. The system also allows organizations to green their operations, significantly reducing printing and associated costs and waste.

Examples of documents that are managed using FileNexus™:
Client Statements
Roler uses composition software to dynamically access data and content from their Financial Services clients to create targeted, one-to-one customer communications. FileNexus is used to automatically identify, index and securely archive the final product. FileNexus can then send customers an email link when their documents are ready for viewing through a secure web portal—for example, the MemberDirect® central banking portal for credit unions, or other banking applications such as Portcullis™ by SIT Ltd.

Cheque Images
Roler receives cheque images directly from the clearing house and uses FileNexus to automatically identify, index, and archive files. Cheque images can then be included in client statements through the document composition process. FileNexus is also used to present the images on screen to customer service representatives, allowing them to answer customer inquiries more effectively.

Invoices
Roler’s composition services are used to develop retail invoices. FileNexus is employed to securely archive the final product and present the invoices to clients through a secure web portal.

Lease Reports
Roler’s leasing clients transfer their billing print data files for processing and posting to the FileNexus web portal. Customers with access codes receive an email link when their documents are ready for secure viewing. Customers can also view archived invoices and lease contracts. Meanwhile, the balance of the file is processed for printing, mailing and storage by Roler.

Tax Receipts
Roler creates, prints and stores tax receipts into FileNexus. These tax receipts are then instantly available for secure online viewing by both customers and staff.

Collection Letters
Roler creates, prints and stores collection letters into FileNexus. Like tax receipts, these letters are made instantly available for secure online viewing by staff, allowing them to answer customer inquiries more efficiently.

To learn more about Roler, please visit their website www.roler.com

About FileNexus

The FileNexus Document Management System gives organizations, both large and small, the ability to capture virtually any type of document from any source (i.e. paper records such as maps, drawings, manuals, electronic files such as host generated reports, client statement streams, IVR recordings, etc.), index and compress them for secure archival and future recall—providing a single cohesive repository for all document management, workflow, archival and business continuity needs. To learn more about FileNexus and Loris Technologies Inc., please visit www.filenexus.com and request a FileNexus demo.

For more information on how FileNexus can improve your business efficiency, please contact Adrienne Middlebrook, Communications Coordinator, at amiddlebrook@loristech.com or call 416-252-4701 x242.