We provide business solutions using leading technology to over 300 organisations in over 40 countries. Supporting a wide range of sectors including financial services (particularly wealth management), manufacturing, digital economy and public services.   Technology is evolving at a rapid rate so we partner with market leading vendors such as Laserfiche, DocuSign, ABBYY and Canon to give our clients integrated business solutions that boost business performance.

We work with partners to deliver fully integrated solutions.

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DOCUMENT MANAGEMENT

BUSINESS PROCESS WORKFLOWS

SYSTEM INTEGRATIONS

PRINT, SCAN & AUDIO VISUAL

At MBS, we specialise in providing industry-leading software and print solutions with built-in AI that accelerate your organisation’s digital transformation. This enables you to greatly improve client satisfaction, staff productivity and regulatory compliance and so boost your performance. We work with you to tailor the solutions to your needs, ensuring that your organization remains agile, efficient, and ready for whatever the future holds.

Spotlight on AI:

This is a great example of how built-in AI in our solutions can add real value to your organisation rapidly and securely. 

Contract Approval Process

Software Solutions


We help organisations accelerate Digital Transformation with a wide range of AI-powered software solutions including Document Management, Process Automation and eSignatures from world-leading companies including Laserfiche, ABBYY and Docusign. We support over 300 clients operating in 50 countries.

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Print Solutions

We provide business print and scan solutions in the Isle of Man. Learn about our award-winning print devices and software from Canon. Scan and print securely with uniFLOW software solutions from the Isle of Man’s only Canon Print Partner.

Laserfiche stands as a leader in its field, a testament affirmed by leading independent assessments. For five consecutive years, it has secured the coveted Customer’s Choice award in Gartner Peer Insights. It is ranked #1 in its field by both Nucleus Research and G2, further solidifying its position as the premier choice for organizations seeking excellence in document management and workflow automation solutions. Laserfiche is continuing to innovate, delivering exciting AI capabilities including natural language searches, document summarisation and intelligent data capture directly from documents. As a result Laserfiche is a leading solution that will meet your needs now and for years to come.

Want even bigger benefits? Then consider Laserfiche Cloud

Laserfiche stands as the undisputed leader in its field, a testament affirmed by leading independent assessments. For four consecutive years, it has secured the coveted top spot in Gartner Peer Insights, drawing acclaim from thousands of system users. Additionally, esteemed institutions like Nucleus Research and G2 have echoed this sentiment, further solidifying its position as the premier choice for organizations seeking excellence in document management and workflow automation solutions. With Laserfiche, you’re not just embracing innovation; you’re investing in unparalleled quality and reliability.

Laserfiche is rated as  #1 in its field by leading independent assessments including:

Client Testimonial

Case Studies

The following is intended to illustrate our work.  We have helped our clients to…

Situation

Capturing data from thousands of documents using AI
An international wealth manager found key client data was missing from its systems creating a regulatory issue which needed rapid resolution. It needed to extract this data from thousands of client application forms going back over a decade. Most of the forms were hand-written. Many were scanned in among other documents in PDFs which could have over 100 pages each. The task required a sophisticated automated solution as to manually retrieve the data would have required many months.

 

Solution

MBS proposed a solution which could handle this complex situation. First, Laserfiche QuickFields could review thousands of documents and extract the application forms. Then Laserfiche SmartFields could use AI to extract the data into tables – even from handwritten documents. The wealth manager could then use its data analytics tools to review the data in the tables produced and update its core system with the data captured.

 

Result

It is estimated this solution will reduce the effort required by over 90%.
While AI recognition of handwriting is not perfect, Laserfiche showed it could identify and capture most of the data required and with a lower error rate than could be expected from a manual exercise.

Situation

Improving customer onboarding experience to grow revenues
Bath Building Society is a mutual society in the UK providing mortgages, loans and savings to households and businesses. A strategic review of processes revealed a need to improve the mortgage origination process to boost customer satisfaction, deliver operational efficiencies and aid compliance. Therefore the Society sought a workflow solution that could achieve this.

 

Solution

The Society chose Laserfiche Clouds from MBS. We worked with the Society to build dynamic digital forms for mortgage applications that supported the Society’s staff, broker partners and customers in one seamless solution.

 

Result

30% more efficient mortgage process for applicants, brokers and the Society; this raised customer satisfaction which in turn helped attract more customers and grow revenues.
The solution provided full visibility and control to management, greatly improving data quality and decision-making.

Situation

Improving compliance with tailored, user-friendly solutions
A global Trust and Corporate Services Provider (TCSP) encountered issues with its classification of clients to meet US FATCA and EU CRS requirements. Staff found the process difficult. Also the audit trail to explain the classification was sometimes incomplete, creating compliance risk and forcing re-work. The TCSP needed a solution that met its international obligations and was tailored to its requirements and simple to use.

 

Solution

The TCSP was already a client of MBS. They explained their issue and asked could we help. We explained we had built a business process solution that guides the user through the FATCA CRS classification process as part of our Excapsula suite of process solutions for financial services. It is easy to use as the user follows a series of structured prompts. Users only ever have to complete the relevant fields which are dynamically updated based on their earlier responses. Decisions requiring sign-off are routed to the relevant managers. A full audit trail of all data, documents and decisions is automatically saved, greatly improving compliance while greatly removing effort required. We worked with the TCSP to tailor the solution to their business requirements and then supported the rollout.

 

Result

Feedback from staff has been fantastic – they feel much more confident completing this important task.
Analysis of the results has shown that accuracy of classification has improved significantly.
The comprehensive audit trail means the TCSP is confident it can prove it is meeting its obligations.

Situation

Capturing data from thousands of documents using AI
An international wealth manager found key client data was missing from its systems creating a regulatory issue which needed rapid resolution. It needed to extract this data from thousands of client application forms going back over a decade. Most of the forms were hand-written. Many were scanned in among other documents in PDFs which could have over 100 pages each. The task required a sophisticated automated solution as to manually retrieve the data would have required many months.

 

Solution

MBS proposed a solution which could handle this complex situation. First, Laserfiche QuickFields could review thousands of documents and extract the application forms. Then Laserfiche SmartFields could use AI to extract the data into tables – even from handwritten documents. The wealth manager could then use its data analytics tools to review the data in the tables produced and update its core system with the data captured.

 

Result

It is estimated this solution will reduce the effort required by over 90%.
While AI recognition of handwriting is not perfect, Laserfiche showed it could identify and capture most of the data required and with a lower error rate than could be expected from a manual exercise.

Situation

Ensuring effective access to policies and procedures
Ensuring effective access to policies and procedures is more important now than ever, especially in financial services where retaining your license is dependent on proving compliance. A global wealth and funds administrator with offices in over 20 countries needed an effective and efficient means to ensure policies and procedures were kept up-to-date with clear controls and readily available to staff to ensure adherence. The company had invested in a specialist system, but it had proven costly and complex. As a result staff did not like it, affecting compliance and so creating significant business risk.

 

Solution

The company was already a client of MBS. They used Laserfiche as their principal Document Management System (DMS). They explained their issue and asked could we help. MBS built a solution using Laserfiche that was tailored to the company’s needs by both jurisdiction and function. A simple process enables updates to documents to be properly reviewed, approved and released with a full audit trail.

 

Result

Staff always have access to the current approved documents. Evidence of staff reviewing the documents is readily available. As a result, staff are happier, management has more visibility and control, and risks have been reduced.

Situation

Improving the vital process of recruitment
In today’s competitive labour market, securing the skilled staff you need promptly and efficiently is essential. A large public sector organisation which recruits hundreds of skilled staff from thousands of candidates annually used multiple systems to capture details of candidates. This involved much manual re-keying of data resulting in errors and delays. They decided they needed to find a better way. They undertook extensive analysis and a rigorous selection process to find a better digital solution.

 

Solution

The organisation chose Laserfiche Cloud from MBS. We worked with the Human Resources (HR) team to design a Document Management System (DMS) and workflows tailored to their needs using Laserfiche’s market-leading tools. We integrated Laserfiche with HR’s other systems, ensuring data did not need to be re-keyed and also automatically initiating business processes such as when a candidate accepted an job offer to then initiate onboarding processes.

 

Result

The project is estimated to reduce the effort to fill a vacancy by over 50% and the time to complete the process by over 60%.
Future phases are planned which will use Laserfiche’s AI features to automatically classify incoming documents, capture key data, process applications and route special cases to the appropriate people – all with a full, automated audit trail.

Situation

AI-enabled contract lifecycle management with strong segregation of duties A global private equity firm’s Fund Operations team handle high volumes of agreements (NDAs, engagement letters, consultancy contracts) with intake typically via email and frequent involvement of external parties. The existing Agreements System (a customised SharePoint list) requires extensive manual metadata entry (20+ fields per agreement; 40+ attributes in the underlying list) and depends on consistent user behaviour to maintain control, auditability and reporting. They decide they needed to seek a new, scalable solution approach that could: · apply metadata reliably using AI, · enforce clear ethical walls between teams/tenants, · enable controlled third-party collaboration, · and support downstream governance such as obligations tracking and finance/legal workflows. They contacted a range of possible partners before choosing MBS.  

Solution

MBS designed a solution using Laserfiche to provide AI-assisted contract lifecycle management:
  • AI metadata capture to classify agreements and populate key fields with human oversight for exceptions and quality control.

  • Ethical walls and segregation of duties implemented through repository design/partitioning and granular security controls to prevent cross-team visibility.

  • Agreement lifecycle workflows to route review/approval/signature and support obligation tracking (structured tasks, reminders and audit trail) through defined workflow stages and reporting.

  • Third-party portals / controlled external collaboration enabling external counsel and counterparties to upload and collaborate on agreements under governed access (with full auditability).

  • AI-assisted invoice extraction and contract review workflow to connect payments/invoices back to agreement terms and route checks through Legal and Finance prior to approval and reporting.

Result

It is estimated this solution will reduce the effort required by over 90%. While AI recognition of handwriting is not perfect, Laserfiche showed it could identify and capture most of the data required and with a lower error rate than could be expected from a manual exercise.

Situation

Effective client records management
A global Trust and Corporate Services Provider (TCSP) had grown rapidly for several years through acquisition. As a result it had many different legacy systems which did not integrate. This was impacting business performance. In particular, the TCSP needed a common Document Management System (DMS) to ensure client records were all in good order. The TCSP attempted to implement MS SharePoint as its group-wide DMS. However it proved too costly and complex to meet the TCSP’s global requirements. The TCSP’s leadership stopped the project and seek a more effective, sustainable solution.

 

Solution

The TCSP undertook a rigorous search for a suitable DMS that could meet its sophisticated needs AND be easy for its staff to use. A key requirement was the chosen DMS must be integrated with Quantios NavOne and Core which is the TCSP’s main software system. The unanimous decision was Laserfiche from MBS. It has now been rolled to over a thousand users.

 

Result

The integration of Laserfiche with Quantios NavOne has greatly improved data accuracy and security. Staff productivity has increased significantly.

Situation

Effective client records management
A global Trust and Corporate Services Provider (TCSP) with offices in over 25 countries found it was still heavily dependent on paper and manual processes to serve its clients. This was acting as a barrier to efficiency, growth and compliance. They decided to seek a Document Management System (DMS) that could meet their global needs

 

Solution

After a comprehensive selection process, the TCSP chose Laserfiche from MBS. We worked with them to plan a phased rollout office by office. We helped with the complex task of migrating millions of paper and digital documents from multiple systems into one Laserfiche DMS that securely maintains all client records.

 

Result

The time processing documents went from typically 5 to 7 days to typically 8 seconds to 15 minutes. As a result, speed of service rose dramatically and staff productivity rose by over 14%.
Printing reduced by more than 20 million pieces of paper per year. Substantial costs savings were achieved by removing the need for paper filing, enabling reductions in office space required.

Situation

Capturing data from thousands of documents using AI
An international wealth manager found key client data was missing from its systems creating a regulatory issue which needed rapid resolution. It needed to extract this data from thousands of client application forms going back over a decade. Most of the forms were hand-written. Many were scanned in among other documents in PDFs which could have over 100 pages each. The task required a sophisticated automated solution as to manually retrieve the data would have required many months.

 

Solution

MBS proposed a solution which could handle this complex situation. First, Laserfiche QuickFields could review thousands of documents and extract the application forms. Then Laserfiche SmartFields could use AI to extract the data into tables – even from handwritten documents. The wealth manager could then use its data analytics tools to review the data in the tables produced and update its core system with the data captured.

 

Result

It is estimated this solution will reduce the effort required by over 90%.
While AI recognition of handwriting is not perfect, Laserfiche showed it could identify and capture most of the data required and with a lower error rate than could be expected from a manual exercise.

About Us

We provide business solutions using leading technology to over 300 organisations in 50 countries in a wide range of sectors including financial services (particularly trust and corporate services), manufacturing, digital economy and public services.

Technology is evolving at a rapid rate so we partner with market leading vendors such as LaserficheDocusignABBYY and Canon to give our clients integrated business solutions with built-in AI that boost business performance.

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Canon Silver Partner
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MBS is Laserfiche’s Premier Partner in Europe.  We are Laserfiche Enterprise Partner of the Year for our work with clients worldwide.

We are a Docusign Silver Partner.  We provide an integration for Laserfiche with Docusign which streamlines the document signing process.

We are also the Isle of Man's only Canon Print solutions provider.

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