Document Management (316 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.

  • Global RADAR

    Assuring Integrity
    Rating: 5 - 2 reviews
    Document Management: -On-premise or cloud-hosted environment (SaaS) -Powerful search capabilities -Integrates with existing platforms -Facilitates workflow organization wide -Accessible via mobile devices This document management module helps improve the client onboarding and management experience. You can now...
  • eFileCabinet, Inc.

    Document Management Software • Access & Share Files from Anywhere
    Rating: 5 - 1 review
    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...
  • 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...
  • 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...
  • 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...
  • InfoStreet

    InfoStreet is a cloud app solutions provider focused on helping small businesses. Its flagship products; SkyDesktop, an online desktop for app management, and SkyAppMarket, an app marketplace of the best business cloud apps, enable clients to reduce costs, increase efficiency, and facilitate...
  • Availity L.L.C.

    About Availity, L.L.C. – Patients. Not paperwork.® Availity optimizes the flow of information between multiple health care stakeholders through a single, secure internet-based exchange. The Availity® Health Information Network encompasses administrative, financial, and clinical services,...
  • 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;...
  • 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...
  • Vertafore

    Solutions for Content/Document Management & Workflow: Vertafore offers powerful content/document management and workflow systems to help agencies, brokerages, MGAs, carriers and reinsurers streamline operations, control operating costs and enhance productivity, including: WorkSmart, Engage and CBDDoc for agencies, and for carriers and MGAs:...