Document Management : Compare 286 Companies

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.

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...
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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.

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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DocPath is a leading provider of document software geared towards Customer Communications Management (CCM), specializing in two specific areas: Document Output Management and Print Process Management.

GMC Inspire for Document Management: GMC Inspire’s document management, composition and variable data publishing capabilities are purpose built to empower business users to create effective communications. Its object-oriented architecture removes the need for traditional scripting, making it intuitive and simple to use. With a wide...
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Document Management/Intake Solutions: Data Dimensions’ ddCapture, ddManage and ddIntegrate document management programs provide solutions for the manual processes associated with document intake, including; post office box management; courier services; document preparation; imaging; indexing; and, full data capture services....
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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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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...

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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