Document Management Compare 255 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.

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.

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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Chetu, Inc

Rating: 5/5 - 2 reviews

Chetu is a US-based software development company and IT Managed Services Provider, dedicated to providing industry-specific, world-class software solutions to businesses around the globe. Combining technological expertise, specific domain experience, and a passion for delivering world-class,...

Engineering Document Management Software: A great tool to monitor workflows, offer real-time project status and ensure the integrity of project documentation. Wrench SmartProject is a cutting-edge Engineering Document Management (EDM) platform that allows engineering project organisations to effortlessly capture the Master Document List...
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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...

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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BIRT iHub Content Services: BIRT iHub Content Services for Customer Communications Management (CCM) is a holistic solution that manages high volume customer communications and document management. It delivers an integrated solution for enterprises to design, process, store and deliver intelligent customer communications...
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Docuphase 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...

Optimum™ Document Management Service: Optimum Document Services offers a proprietary, browser-based document management service that provides organizations with secure and efficient access to required documents. Document retrieval is accomplished from any computer with simple, intuitive and rich searching capabilities. All documents...
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