Document Management and Storage for Financial Institutions

How are you managing the flow of data in your organization?

Take the first step on the road to digitization by automating processes and integrating your systems using enterprise content management for financial services.

  • Leverage software ‘bots’ to perform manual routine tasks

  • Intelligently route information automatically

  • Reduce operating costs by eliminating costly human error

Learn about the specific benefits of Enterprise Content Management for your business, school or government agency by visiting our online The Right ECM Products for You page. Discover the many applications for fast, easy, secure information management tools. Save money, gain efficiency and comply with regulations using the right tools for your organization.

Want to learn more?

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How can automation help Financial Services?

Click on any of the resources below to learn more.


Community Choice Credit Union Case Study Video

Don’t find out the hard way! See how Enterprise Content Management (ECM) technology will give your entire organization peace of mind.


Gramm-Leach-Bliley Act (GLBA) Compliance Brief

ECM solutions provide companies with controls and system security that enables compliance, ensuring all important documents are safe, secure, and compliant with current GLBA regulations. Read the brief to learn more!


Sarbanes-Oxley Act (SOX) Compliance Brief

With ECM technology solutions you can reduce compliance costs while enabling operational efficiency.


Financial Services Infographic

Utilize the latest FinTech automation technologies solutions to improve customer service and reduce operational costs.


Lending Brief

Read this brief on the lending industry and learn how you can automate manual processes, securely protect sensitive financial information, and start saving money today.


Home Mortgage Disclosure Act (HMDA) Compliance Brief

Read this brief on how you can comply with HMDA regulations, ensure data accuracy, and securely disclose data to save time and money.


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