1. Bank Systems & Technology Online Buyer's Guide
  2. Document Management

Document Management (284 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.

  • SS&C Technologies, Inc.

  • Esker

    Faxgate is an enterprise-level fax server with client software for sharing fax services through a network. Faxgate features general document recognition (GDR), a process that can read data streams (print, document, and images) from a wide variety of sources - especially from legacy systems - and...

  • DynaFile

    DynaFile is a cloud document management solution that gives HR teams a shortcut to paperless. Lasting benefits include simplified audits, improved access across teams, and streamlined signature workflows from the cloud. Centralize employee documents in one spot to save time and boost...

  • Top Down Systems Corporation

    Topdown helps companies of all sizes across industries better manage customer communications (CCM), resulting in greater operational efficiency and improved customer experience, customer loyalty and customer retention. Our 100% cloud (INTOUCH) and on-premise (CLIENT LETTER) solutions are used...

  • Computhink, Inc.

    Computhink has been serving the document management needs of healthcare clients for over twenty years. With their Enterprise Content Management software, Contentverse, customers can eliminate the headaches and financial stress that comes with traditional document management. Digitize records to...

  • Doxim

    The Doxim Customer Engagement Platform is designed to help financial institutions transform their client experience, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access.

  • FileShred

    FileShred provides on-site document shredding to businesses and residents in Connecticut. All document destruction services are performed at our customer's locations with one of our mobile shredding trucks. Next-day appointments are available Monday through Saturday.

  • Global RADAR

    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...

  • 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:...

  • Accusoft

    FormSuite for Structured Forms: Build your feature-rich forms processing application quickly and easily. Available for .NET and ActiveX, the FormSuite for Structured Forms SDK is an industry leader for integrating powerful character recognition (OCR, ICR and OMR), form identification, form dropout, scanned document cleanup...