Document Management Compare 257 Companies

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.

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...
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onPhase offers a comprehensive suite of intelligent financial solutions that create predictability, visibility, and efficiency. Our solutions (Financial Document Management, Invoice Capture, Forms & Workflows, AP Automation, and Payments) are designed to optimize and automate back-office...

Docufree provides a fully integrated, all-in-one document management platform that eliminates paper, automates document intensive tasks and manages documents throughout their entire lifecycle—from creation to archival or destruction—all in accordance with your company’s retention, privacy and...

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:...
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MasterControl Inc. is a leading provider of cloud-based quality and compliance software for life sciences and other regulated industries. Our mission is the same as that of our customers – to bring life-changing products to more people sooner. The MasterControl Platform helps organizations...

DocuXplorer provides a complete document management solution for document handling and storage. The software provides users with an extremely effective, yet easy-to-use, method of quickly finding, sharing and accessing all types of documents, both scanned-in paper and electronic. Since the...

Employee File Management: Ensuring employee files are secure, organized and accessible is critical to keeping HR running smoothly. DynaFile makes employee file management simple. Our cloud filing system lets your team securely access employee files from anywhere at any time. Add documents to an employee's electronic file...
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The Square 9 AI-powered intelligent information management platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a...

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...
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