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Reynolds delivers automation solutions purpose-built for financial — backed by 55+ years of regulated-industry experience and 100% client retention.
These are day-to-day workflows Reynolds can configure for financial organizations.
Application intake, ID verification, document collection, CIP / CDD checks, and core-system posting — fully workflow-driven.
Application intake, underwriting routing, approvals, conditions tracking, and post-close storage with SOX-relevant retention controls.
Invoice capture (Kofax), 3-way match, GL posting, and approval routing linked to the institution's core systems.
Trust administration, beneficiary management, distribution routing, and audit trail — built for fiduciary recordkeeping.
Capture-to-process automation — Kofax intelligent OCR, AP automation, RPA, and Laserfiche workflow.
Founded in 1970, Reynolds supports regional financial institutions with SEC 17a-4 recordkeeping and SOX-relevant retention programs, serving clients including Santander.
Broker-dealer recordkeeping
Sarbanes-Oxley readiness
Payment card data security
Practical guides from the Reynolds Resource Hub on automation.
A buyer's guide to Kofax, now Tungsten Automation: what intelligent document processing is, the product family (Capture, Express, TotalAgility, Power PDF), how it automates accounts payable, what it costs and the ROI math, Kofax vs Laserfiche, cloud vs on-premises, and how Reynolds implements it in the Lehigh Valley.
How to move Right-to-Know request intake, routing, and response tracking off email and into a Laserfiche workflow tied to your existing PHMC retention schedule — with a practical rollout sequence for townships and counties.
A definitive guide to document management for manufacturers: AP automation benchmarks, engineering-drawing and ECN control, ISO 9001:2015 clause 7.5.3, OSHA record retention, ERP integration, and how to choose a system.
Get our financial automation playbook — KYC/AML workflow templates, AP automation ROI planning, and SOX-relevant audit-trail configuration.
Review the practical reference and contact Reynolds with questions.
The Reynolds team will review your financial requirements and follow up about the appropriate next step.