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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 the day-to-day workflows where Reynolds delivers measurable improvement 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-compliant retention.
Invoice capture (Kofax), 3-way match, GL posting, and approval routing — integrated with Jack Henry, Fiserv, FIS.
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.
Reynolds has delivered SEC 17a-4 recordkeeping and SOX-ready retention programs for regional financial institutions since 1970, 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 math, and SOX-compliant audit trail configuration.
No sales pitch — just the practical reference.
Same-day response. No bots, no call centers — you'll talk to one of our financial-experienced specialists.
