Document Management (287 companies found)

Document management solutions for the financial services sector like the ones offered by the vendors in this category control the life cycle of documents for financial institutions of all kinds, including wealth management and investment firms, commercial banks, mortgage brokers and others. Some of the financial services document management capabilities these 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 for public companies, 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.

  • DynaFile

    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...
  • Parascript, LLC

    Claims Document Automation: Whether the claims involve standardized CMS 1500 forms and supplemental data, workers compensation data, claims litigation, or plan contracts, Parascript has the automation platform to accelerate and control costly and error prone workflows. Using a combination of machine learning techniques...
  • Iron Mountain

    Records Management and Storage : Iron Mountain protects and stores more records for more customers than any other company in the world. Our comprehensive records management and storage solutions anticipate and address the needs of more than 120,000 customers of all sizes worldwide. Our Services empower them to manage rising...
  • FIS

    FIS is a global leader in financial services technology, with a focus on retail and institutional banking, payments, asset and wealth management, risk and compliance, consulting and outsourcing solutions. Through the depth and breadth of our solutions portfolio, global capabilities and domain...
  • Docsvault

    Easy Data Access (EDA) finds its main focus within the data management realm, specializing in document management solutions.
  • Box, Inc.

    Box is a cloud platform that allows businesses to securely store, share and manage all their company files. With this system, small businesses can collaborate on any kind of document or media file.
  • EIS Group

    EIS is an insurance software company that enables leading insurers to innovate and operate like a tech company: fast, simple, agile. Founded in 2008, EIS provides a platform for high-velocity insurance with customer-centered, digital-ready core software solutions for rating, underwriting, policy...
  • DocuWare

    DocuWare: Ready to set the new pace for business? Accelerate information flow and level up your productivity Forget about the tedious, manual, repetitive tasks that prevent your staff from working on what matters. Digitize and automate your workflow to unleash sharp decision-making and optimal use of...
  • 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...
  • SS&C Technologies, Inc.