Document Management (312 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...
  • Napersoft

    Create automated and trusted customer correspondence
    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...
  • Ebix, Inc.

    Rating: 5 - 5 reviews
    A leading international supplier of On-Demand software and E-commerce services to the insurance, financial and healthcare industries, Ebix, Inc., (NASDAQ: EBIX) provides end-to-end solutions ranging from infrastructure exchanges, carrier systems, agency systems and risk compliance solutions to...
  • 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...
  • Hyland Software

    OnBase Document Management/ECM/TCM: OnBase from Hyland Software is a document management/ECM/TCM solution that optimizes processes at the departmental level, yet has the ability to easily scale across the enterprise. Like everything dealing with enterprise content management (ECM), transactional content management (TCM) is...
  • 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...
  • 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;...
  • Logical Objects (Logicaldoc)

    Logical ObjectsFounded in 2006, Logical Objects is a global software company that addresses Enterprise Document Management needs across a broad range of sectors and vertical markets. We help companies collaborate on, search, and manage the business documents they depend on every day. With our...
  • KnowledgeLake

    Document Management Solutions for Microsoft-Driven Enterprises Transform Microsoft SharePoint into an enterprise-ready ECM solution We know SharePoint, we build for it and we work closely with the Microsoft SharePoint team to deliver the BEST results to our customers. The KnowledgeLake solution...
  • Laserfiche

    Laserfiche: Laserfiche® creates simple and elegant enterprise content management solutions that help organizations run smarter. Since 1987, more than 28,000 organizations worldwide have used Laserfiche to streamline document, records and business process management. The Laserfiche ECM system is designed...