Vasion Named a 2026 IDC MarketScape Leader
Financial Services
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.
Financial Services Challenges
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.
FinServ Use Cases
Platform Capabilities
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.
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.
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.
How Vasion Helps
Zero print servers
Zero vendor lock-in: OS, device, IdP, and location agnostic
Zero trust by default
One admin console for all print
One audit trail across every document event
One platform for all paper and digital documents
Every File > Print becomes a workflow
Every document AI-classified — ready to sign, search, or store
Every origination point infused with workflow intelligenceThe Vasion Platform
Explore the right combination for your organization.
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.
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.
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.
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.
Vasion Platform
Yes. Vasion, PrinterLogic, and PrinterLogic Output connect to virtually any core banking platform, insurance policy system, or wealth management application using standard print protocols and REST API integrations. Output follows your existing systems, whether you are managing a single platform or a mixed environment across lines of business without requiring changes to your core infrastructure.
With high availability and automatic failover, jobs reroute to a backup device the moment a printer or service path fails. Real-time queue monitoring and confirmed delivery status give your team visibility into every job, including client statements, policy documents, and transaction records, so issues can be identified and resolved quickly, often before branch staff or clients notice.
Deployment is centrally managed through a single console. Standardize configuration and routing rules across your entire footprint, then roll them out to every location, including newly opened branches and acquired offices. Teams can bring new environments online quickly while maintaining consistent security policies and full visibility across every location.
No. Vasion and PrinterLogic are device-agnostic and work with your existing printer fleet across every branch and office. What changes is the infrastructure and management layer: centralized control, high availability, automatic failover, and full audit visibility, with no need to replace hardware (except for your eliminated print servers).
Vasion carries SOC 2 Type II and ISO 27001:2022, and provides a complete audit trail for every print and scan event across your organization, including who printed what, when, from which device, and where it was delivered. Secure release ensures sensitive client documents are never left unattended at shared devices. Role-based access controls govern what each user and system can route and where. All data is encrypted in transit and at rest using AES-256 encryption. Together these capabilities support the document handling, access control, and audit trail requirements of SOX, GLBA, and FINRA without changing existing staff workflows.
FAQs
Use these questions to guide a conversation about your environment.
Get Started
Tell us about your organization, your current environment, and how we can help.
