Finserv intelligent print automation

Your Clients Trust You With Their Data. Your Print Infrastructure Should Be Worthy of That Trust.

One platform for every document that moves through your organization, from branch counters to back-office operations. No print servers. No audit gaps. No sensitive documents sitting in an open tray.

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LEADING MANUFACTURERS AROUND THE WORLD TRUST VASION

Sherwin WilliamsZEUSWestRockTeleflexSafelite

High-Volume. Highly Regulated. And Still Running on Print Infrastructure Built for a Different Era.

Print servers scattered across branches, regional offices, and back-office operations. Client-facing output and end user print managed by two separate teams with no shared visibility. Sensitive documents printed and left sitting in output trays. When a printer goes down at a branch counter, clients wait and staff improvise. SOX, GLBA, and FINRA require complete audit trails for document handling. Most print environments cannot provide them.

Branch and Office Downtime

Legacy Print Servers

Fragmented Output and End User Print

Sensitive Document Exposure

Compliance & Audit Gaps

Manual Print-Sign-Scan Loops

Financial Services Use Cases

Vasion and PrinterLogic in action.

Reduce Print Friction at Branch Counters and Back-Office Operations

Centralize and automate print infrastructure across every branch, regional office, and operations center. When a printer fails, jobs reroute automatically before a client or advisor notices.

Simplify Multi-Location Management

Eliminate print servers across your entire footprint. Deploy printers at every branch and office from one console. Configure once, enforce everywhere. New locations come online without sending someone there to do it.

Protect Sensitive Documents With Secure Release Printing

Account statements, loan documents, and client agreements should never sit unattended in a print tray. Secure release holds every job in queue until the authorized user authenticates at the device by badge, mobile, or PIN. Nothing prints until the right person is standing there.

Turn Compliance Paperwork Into Digital Records

Account documents, signed agreements, and audit-required records captured and archived automatically at print or scan. Complete audit trails for every event, who printed what, when, from which device, and where it was delivered, without changing a single staff workflow.

Cut the Print-Sign-Scan Loop

Loan applications, client onboarding forms, and policy agreements route to eSignature from the same File > Print action. No more printing, walking, signing, scanning, and emailing across departments.

One Secure Platform to Manage Print, Output, and Intelligent Document Workflows. Built for Highly Regulated Industries.

Modernize

Eliminate Print Servers. Close the Security Gap.

Replace legacy print servers with a cloud-native, serverless platform that deploys in days, not months. Eliminating print servers removes the single point of failure from your print environment and gives you centralized, direct IP control across every location. Your SysAdmins stop patching infrastructure that was never built for a regulated environment. Your security team stops worrying about what is sitting in a print tray.

Consolidate

One Console for End User Print and Back-Office Output.

Stop managing branch printing and back-office output as two separate problems with two separate teams. One platform. One audit trail. One console for every document event from the teller window to the trading floor. Every event logged, every document traceable, every compliance question answerable from a single source.

Automate

Turn every document into a workflow.

Loan applications, claims documents, onboarding packets, and compliance filings all captured, classified, and routed automatically. Print to Archival. Scan to Workflow. Output to Workflow. The same action that always sent a document to a printer now sends it exactly where it needs to go next.

Keep transactions moving.

Modernize

Zero print servers

Zero vendor lock-in: OS, device, IdP, and location agnostic

Zero trust by default

Consolidate

One admin console for all print

One audit trail across every document event

One platform for all paper and digital documents

Automate

Every File > Print becomes a workflow

Every document AI-classified — ready to sign, search, or store

Every origination point infused with workflow intelligence

PrinterLogic

No Print Servers. No Exposed Documents. No Compliance Gaps.

Eliminate the infrastructure that creates security risk and audit exposure across your branch and office network. Deploy without GPOs, support any device across any location, and manage everything from one console. Secure release ensures sensitive client documents are never left unattended at shared devices.

PrinterLogic Output

Back-Office Output That Runs as Hard as Your Operations.

Connect core banking, insurance, and wealth management systems to ensure statements, policy documents, and transaction records are reliably delivered every shift. Automatic failover reroutes jobs before branch staff or clients notice a failure. 99.99% uptime isn't a goal. It's the architecture.

Vasion Automate

Turn Financial Paperwork Into Automated Workflows.

Loan applications, onboarding packets, and compliance documents captured, classified, and routed automatically from print or scan. Agentic workflows and eSignature replace the manual steps that create audit gaps and slow client service.

Built for the Security Requirements Financial Services Can't Compromise On.

Vasion carries FedRAMP® High Authorization, ISO 27001:2022, ISO 42001:2023, and SOC 2 Type II, plus AES-256 encryption for all data in transit and at rest. The credentials that satisfy your CISO, your compliance team, and your next SOX or FINRA audit without a separate conversation about print.

Security and compliance certificationSecurity and compliance certificationSecurity and compliance certificationSecurity and compliance certification

Financial services run on documents. Intelligent Print Automation from Vasion turns the data in the document layer into an asset—while keeping sensitive client data out of the wrong hands.

4.3BPrint events processed in 2025
99.9%Uptime for critical systems output
90%Reduction in print-related helpdesk tickets
1%Of customers need paid professional services

"Everything about PrinterLogic is easy to use! The administrative console is intuitive and easy to use. The end-user web portal is easy to navigate and not convoluted. I can send end users who need to add a printer they don't usually use, I can send them an email with a URL link for a particular printer so all they need to do is click on the link and then choose whether they want it to be their default printer or not."

Steven SchulzeSystem Engineer

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Vasion for Financial Services | Vasion