Financial Services Document Management

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Financial Services

Financial organizations like Banks, Credit Unions, Lending firms and others have to address a lot of governmental, security regulations which are mandated to protect information digitally. This normally covers protecting clientele personal and financial information, transactions processed, communication shared, policies, contracts, agreements and various other critical documents.

With Doccept, you can improve your data security, accessibility, audit processes, legal and regulatory compliance.

You will be able to protect critical documents from unauthorized usage and eliminate loss of documents while protecting data integrity, document retention policies, encryption features adding up to the advantages.

Doccept facilitates centralized storage of documents and other important financial information in a secure repository offering quick access with comprehensive search functions. Doccept can seamlessly integrate with various other core financial applications in the process of managing documents.

Financial organizations can benefit from:

  • Seamless integration with existing ERPs, Financial softwares which handle core business processes.
  • Review, Approval through integrated and custom workflow functions.
  • Simplified access to documents from anywhere.
  • Eliminates duplication of documents
  • Saves a lot of paper in distribution of Information.
  • Enhance customer experience by quick access to data
  • Automation of document retention policies
  • Eliminate possibility of losing documents
  • Eliminate costs associated with large filing cabinets and expensive commercial space used to store them.
  • Automated alerts for missed documents in lending or any process requirements
  • Streamline business process across the organization even if its various branches across the globe.

Financial Document Management