safeguard confidential client information

secure follow me printing and scanning

integrate workflow to backend systems

track and allocate print costs

boost document print efficiency

ADVANCED SOLUTIONS FOR Financial Services

Clients, public investors, and government agencies, seek improved

stability, transparency, and security from banks and financial institutions.

uniFLOW offers solutions that enable your institution to manage

authorized device usage, protect confidential printing of documents,

and offer secure scanning.

Secure Printing and Reducing Costs for Financial Services

• “There are many ways that confidential documents and data

can get into the wrong hands. While many people are aware

of threats related to e-mail and computer hard drives, they

may not be so aware of potential dangers tied to their

printers and multifunctional peripherals (MFPs) (i.e., those

that print, copy, scan, fax).”

Facilitate Secure, Convenient Mobile PrintingWhether sending financial reports, presentations, or forecasts

stored locally or from certain Cloud-based applications, your

staff or guests can print from their internet-enabled mobile

devices, without compromising network security. The uni-FLOW Secure Mobile Printing App enables authorized staff to

use iPhones, iPads, Android, and Windows devices at a Canon

imageRUNNER ADVANCE MFP and securely release print job.

Profiles can be set according to user or role that allow or restrict access to specific device features as needed.

Facilitate simple, secure mobile printing with the uniFLOW Mobile Printing app.

Limit Device Access to Authorized PersonneluniFLOW can help establish a

secure process at your network

device to permit those who are

authorized to access, print,

copy, fax, or scan key docu-

ments like loan applications,

account statements, and credit

reports. Controls can be implemented with user IDs, pass-

words, or proximity cards at the control panel before entering

the device and adapted from small group or branch to any

size organization.

Facilitate Access to Print Functionality Based on Roles uniFLOW can help your firm gain control over print usage

across the organization and can limit user access at the MFP.

You can manage device functions based on part time and full

time staff job roles and allow or restrict access to specific

functions like scanning, faxing, or sending.

* Source: InfoTrends Document Security and Compliance, April 2013

The Canon imageWARE Secure Audit Manager Express and uniFLOW solution can be set to track document related MFP activity and to notify your IT administrator when specific key words are detected.

Monitor Secure Words and Help Prevent Confidential Information TheftuniFLOW coupled with imageWARE Secure Audit Manager

Express can monitor device activity, track key words and alert

IT staff to potential information leaks. If confidential informa-

tion is scanned, printed, copied, faxed, or distributed through

a uniFLOW managed Canon device, IT staff can be alerted.

Financial Service organizations seek ways to reduce costs while

remaining environmentally conscious. uniFLOW can help your IT staff

evaluate print usage and contain costs by influencing staff behavior,

preventing wasteful practices, and providing greater control over device

use.

Offer Your Staff Print Options to Help Reduce Cost and Promote Sustainability Efforts

*Source: 5 Ways To Control Costs, Forbes Feb 2012 *Source: Banking Strategies, July 2014

Enable accessible, efficient printing from any office or branch location.

• To have an impact in reducing waste and printing costs,

financial services firms need to maintain effective monitoring

and controls over users and their print usage. Print costs can

vary widely between users and raise concerns about how to

best allocate their usage to specific cost centers,

departments, or individuals.*

• Few trends have impacted the financial services industry as

much as the drive-to-digital. Just like secure printing, having

additional safeguards at your MFP for secure scanning can

help reduce the risk of confidential document exposure.*

Track Document Activity and Allocate Expenses Back to Cost CentersuniFLOW enables your firm to track usage and related costs

to generate analytical reports that offer insight into who’s

printing and how much. This targeted data can be used to

identify abusive behaviors, inefficiencies, and cut costs.

uniFLOW reporting helps your financial organization allocate

print-related expenditures to the appropriate individual,

department, or group.

Facilitate more cost-efficient institution-wide network printing with uniFLOW rules-based routing.

uniFLOW Capture can scan, capture and electronically export documents as searchable files to your back end systems.

Detailed tracking and activity reports can help you ensure that print inefficiencies are reined in and overhead expenses are accurately

billed to the appropriate internal departments.

Route Print Jobs to More Cost-Effective DevicesAutomating printer choices based on document size can help

reduce costs and waste. uniFLOW rules-based routing enables

your bank or financial institution to automatically direct all

print jobs over a predetermined size or complexity to securely

output on a lower cost per page device.

Integrate Workflow to Your Backend Systems Paper documents used in loans, customer onboarding, bank

forms and mortgage contracts remain an essential part of

daily financial transactions. uniFLOW Capture can manage

authentication for scanning at your Canon device and auto-

matically allow for scan, capture, and conversion of docu-

ments into fully searchable files to be edited, archived or

integrated directly into your back-end systems.

Maximize Institution-wide Print EfficienciesThe importance for a financial firm to effect and manage

printing controls across an organization cannot be understat-

ed. uniFLOW Secure Print helps reduce waste by requiring

bank staff to log in or swipe a card at the device to authenti-

cate before a file is actually printed. uniFLOW allows financial

personnel to send documents to the most suitable printer in

your main bank or a branch.

CANON, IMAGERUNNER, and MEAP are registered trademarks of Canon Inc. in the United States and may also be registered trademarks or trademarks in other countries. IMAGEWARE is a registered trademark of Canon U.S.A., Inc. in the United States and is a trademark of Canon Inc. in certain other countries. IMAGEANYWARE is a trademark of Canon. All other referenced product names and marks are trademarks of their respective owners and are hereby acknowledged. Some items may not be available at this time; please check for availability. Specifications and availability subject to change without notice.

©2016 Canon U.S.A., Inc. All rights reserved.

CSA/2-16-045

One Canon ParkMelville, NY 11747

For more information, call or visit 800-815-4000 csa.canon.com

To learn more about successful uniFLOW implementations for Financial Service

organizations visit csa.canon.com

Financial Service Organizations are Successfully Implementing Intelligent Printing Strategies while Reducing CostsTo help improve workflow productivity and protect office

equipment Banks, Credit Unions, Insurance Agencies and

other financial service organizations are turning to uniFLOW

to help safeguard documents, improve office workflow

productivity, gain visibility into tracking individual print usage

and allocating costs, while enabling staff to print more secure-

ly and reduce IT overhead. For these firms, uniFLOW offers

full accounting and reporting, follow me printing, device

authentication, secure mobile printing, job routing, and more.

Whether your enterprise has global or domestic needs,

uniFLOW with its modular design, can scale to fit any size

organization.

Simplify Secure Printing Across the EnterpriseLanier Upshaw, an Insurance

provider, had expanded it’s

operation to serve a growing

base in nearby Tampa. Like

many progressive companies,

its reliance on technology had

continually increased while IT

support remained relatively constant. Over time, the company’s

infrastructure of printers, fax machines, and scanners had

grown more complex, increasingly expensive to maintain, less

reliable, and harder to support across the disparate locations.

To achieve the goal of document print freedom with security

features, uniFLOW was deployed. This allowed staff to submit

jobs from their desktop, remote sessions, or select mobile

devices. To retrieve jobs, users can now walk up to any man-

aged device and release a job on demand after securely

logging on with their credentials. This alone, virtually eliminated

the abundance of unclaimed printouts, enhanced information

privacy, and significantly reduced the cost of consumables.

“Our professionals perform

great work on behalf of our

clients, and we felt that they

should be able to spend less

time worrying about trivial

things like which device they

should use to get the job

done.” — Ms. Michelle Hoffert, Director of IT for Lanier Upshaw.