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

Document Management (289 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.

  • COMPROSE Inc.

    Zavanta Policy Procedure Software
    Zavanta Software: Clear communication is essential for improved workforce performance and compliance. Other tools simply manage documents or pair MS-Word with workflow, so you are on your own as far as the content itself goes. Zavanta combines structured, standardized authoring with powerful content management....

  • 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...

  • 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...

  • 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...

  • Content Conversions Inc

    Content Conversions Inc. is a full-service document management company dedicated to automating processes and improving business flows through the conversion of paper to digital format, electronic filing, network services, forms design, dry storage, online file retrieval and document shredding.

  • Computershare Communication Services

    Financial administration.

  • CompuScan Imaging Solutions

    UBiQuati is comprised of our base product UBiQuati and UB MScan and is a complete EDMS solution. UB with its options provide active and archival document solutions for any small and large enterprise entities.

  • Compupacific International

    CompuPacific offers a wide range of high-quality BPO services, such as Data capture, On-line search, Imaging, Electronic content management, etc.; to varied industries including marketing, healthcare, banking & finance, government, publishing and many more.

  • ColumbiaSoft

    ColumbiaSoft is a leading document management software and HR solutions company.

  • Collaboris

    DocRead by Collaboris is a powerful add on for SharePoint that helps you distribute and manage your vital policy documents across your workforce - however large or small.
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