Financial Services organizations are turning to automation to update their business processes. Read this eBook to learn more about the industry and how you can help your organization modernize your processes.
Learn how you can digitize, manage, store, and route data while maintaining compliance.
Boost the success of your organization by minimizing downtime, while maintaining strict security standards while saving money.
Use ECM to digitize, manage, store, and route all your mortgage, lease, and administrative documents to improve productivity while securely protecting sensitive information and saving you money on operational expenses.
ECM utilizes the latest technologies in order to digitize, manage, store, and route your customers’ data while maintaining compliance, increasing security, and saving money. Read this industry brief to learn more!
Imagetek was able to shorten sales cycles as well as expand their customer base and increase their recurring revenue with the Digitech Systems product suite.
Two Rivers Financial Group, Inc. (TRFG) utilizes Intelligent Automation (IA) to streamline processes and improve staff productivity.
MacLean Financial Group utilizes PaperVision Enterprise to automate processes, allowing for increased revenue.
Through automating processes Eppy Financial Group reduced audit preparation times and ensures compliance.
Changing investor habits have increased interaction with brokers and dealers resulting in more records than ever before. Each has to be maintained in a records archive and made accessible based on regulations issued by the Financial Industry Regulatory Authority (FINRA). Find out how Cloud ECM has helped Eppy Financial Group streamline efficiency, improve control of client records, and save money.
