When every financial services provider is competing for customer business, it is imperative to run an efficient, customer-centric operation. With fast, secure and flexible financial document management from our solution, you can drive new cost and time savings in the processes at the heart of your company.


Remove the headaches of paper

In payment transactions, countless documents of different form and origin are generated every day, which then must be classified. With our solution, documents are stored in a central file cabinet. Document storage software not only eliminates the enormous space requirement for storing paper. The document content is available — immediately and 24/7 — to authorized employees at the push of a button.

Enforce compliance

For financial service providers and insurance companies, it is particularly important to store credit and insurance-related documents along with all approvals in a legally compliant manner. In addition, these documents must be immediately retrievable, be it for a financial audit or an urgent credit request. Leverage the rules set forth in regulations such as HIPAA, Sarbanes-Oxley, GDPR, and other compliance requirements. By embracing these standards of control, you will benefit from data integrity, inherent productivity and a better customer experience.


Digitization and document management for financial services offer distinct advantages

Document management and workflow automation let you digitize paperwork and securely save it in an organized repository for quick retrieval when needed. 

Easily capture, store, manage, process, share and track documents. Controlled access, task lists and email notifications enable staff to handle daily responsibilities more efficiently and decision-makers to approve, reject or request more information along checkpoints in all your processes. 

Our solution delivers these key capabilities to financial services companies:

Productivity and collaboration
  • Digitize paper records and instantly retrieve them to provide staff and faculty the information they need to create the best client experience. 
  • Store client records electronically to save office space. 
  • Create public-facing e-forms to quickly capture and process claims forms, information requests and more. 
  • Support financial health by automating accounts payable and receivable. 
  • Integrate with your client billing and other systems to maximize your existing technology's value. 
Security and compliance 
  • Restrict unauthorized viewing of confidential documents and develop guidelines to protect client privacy. 
  • Prove compliance with HIPAA, Sarbanes-Oxley, GDPR, and other compliance requirements.
  • Counter cyberthreats with state-of-the-art encryption of data, documents and online communication. 
  • Automatically enforce retention schedules.
IT and future-readiness
  • Implement a user-friendly solution that flexes with the needs of multiple departments without adding work for the IT team.
  • With our solution, save significant budget on hardware and IT time. 
  • Protect against natural disasters with a fail-safe disaster recovery plan.