Document Management (315 companies found)

Document management solutions for the banking industry like the ones offered by the vendors in this category control the life cycle of documents for financial institutions of all kinds, including commercial and retail banks, investment banks, credit unions, savings and loan institutions, wealth management and investment firms, mortgage brokers and others. Some of the capabilities these document management solutions provide include control of document creation, access and review, editing, publishing/distribution, and how they are ultimately disposed of or stored. In addition, many of these vendors’ solutions address compliance with financial services regulatory laws such as Graham-Leach-Bliley, NASD 3010 & NYSE 342, SEC 17a-3 and 17a-4, Sarbanes-Oxley sections 302 and 404, and IRS Rev. Proc. 97-22. Click on the links to visit these companies' websites, learn more about the solutions they offer, or to contact them by phone or email.

  • eFileCabinet, Inc.

    Document Management Software • Access & Share Files from Anywhere
    Rating: 3 - 2 reviews
    For the very best in document management software (DMS) and paperless office solutions, the choice is eFileCabinet. With more than fourteen years of experience implementing document management systems for clients that span multiple industries, eFileCabinet specializes in increasing profitability...
  • Global RADAR

    Rating: 5 - 2 reviews
    Global RADAR is the leader in client onboarding, customer due diligence and transaction surveillance. We make it easier to open accounts in a secure digital environment while ensuring compliance with global regulatory requirements and leverage sophisticated analytics to ensure suitability of...
  • Napersoft

    Napersoft Doc 5.2 for z/OS : Napersoft Doc 5.2 is a customer communications management publishing system for the enterprise. It enhances user productivity in creating and maintaining documentation, manuals, books and reports by eliminating embarrassing errors and costly, time-consuming editing steps. The software also...
  • Open Text

    Open Text is the market leader in providing Enterprise Content Management (ECM) solutions that bring together people, processes and information. Our software seamlessly combines collaboration with content management, transforming information into knowledge that provides the foundation for...
  • Canon U.S.A. , Inc.

    Canon U.S.A., Inc. is a leader in professional business and consumer imaging equipment and information systems. Our extensive product line and digital solutions enable businesses and consumers worldwide to capture, store, and distribute information. Canon products include color and...
  • Automated Systems, Inc.

    Since 1981, Automated Systems, Inc. has been focusing on providing core banking software solutions to community banks ranging from de novo to $500 M. The Insite Banking System is a complete in-house or hosted core data processing solution utilizing a 100% Microsoft Windows environment: no Unix,...
  • CIMCON Software

    When you consider today's regulatory environment and constant access to information, the handling and security of data have become essential. CIMCON Software offers solutions that automate the management of EUCs and minimize the business risks associated with them. From creating an inventory of...
  • Microsoft Corporation

    Share Point 2013 for Document Management: The features integrated into Microsoft's SharePoint Foundation document management system address all of the following: What kinds of documents and other content can be created in an organization; What template to use for each kind of document; What metadata to provide for each kind of document;...
  • SS&C Technologies, Inc.

    SS&C is a global provider of investment and financial software-enabled services and software for the global financial services industry. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. Some 10,000 financial services organizations, from the world’s...
  • ClickClaims

    Web-based Claim File Management for high volume property claims operations. Eliminates paper and on-site CAT centers, by connecting all parties to secure, central data repository, with 24/7 world-wide access. Automated claim file transfer process handles over 100,000 records/day. Integrated...