Document Management (294 companies found)

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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.

  • SS&C Technologies, Inc.

  • Hyland Software

    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...
  • DynaFile

    DynaFile is a cloud document management solution that gives HR teams a shortcut to paperless. Lasting benefits include simplified audits, improved access across teams, and streamlined form workflows from the cloud.
  • Laserfiche

    Laserfiche: Laserfiche® creates simple and elegant enterprise content management solutions that help organizations run smarter. Since 1987, more than 28,000 organizations worldwide have used Laserfiche to streamline document, records and business process management. The Laserfiche ECM system is designed...
  • EIS Group

    EIS Group empowers Property/Casualty and Benefits insurers to out-innovate and out-perform their competition with customer-centered, digital-ready core software solutions for rating, underwriting, policy administration, claims, billing, distribution management and customer engagement. In an...
  • ISIS Papyrus Software

    Papyrus Inbound Mail Capture: Client Challenge Hundreds of thousands of documents of all types - paper, emails, file attachments, faxes, etc. – may reach an enterprise business every day, especially when customers are mainly private consumers or end users. Typically, this incoming information is a mixture of known forms,...
  • Doxim

    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.
  • Firmex

    We secure your data Our data rooms have layers of security, for your peace of mind. Hosted on Sungard SSAE 16 Type II compliant data center Multiple firewalls protect against unauthorized access Hardware-based intrusion detection monitoring Leading anti-virus scanning for all data Bank...
  • Financial Technology Laboratories, Inc.

    CDUnderwriter: CDUnderwriter provides a platform for institutions and underwriters to communicate and collaborate on CD issuance.
  • AscendoSoft