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.

  • eFileCabinet, Inc.

    Rating: 5 - 1 review
    Rubex by eFileCabinet: Rubex by eFileCabinet automates the flow of documents with advanced OCR and workflow tools that keep files moving through your organization and files them in a system that’s built around how your business operates. EASE OF USE An intuitive interface keeps the user’s documents at the forefront,...
  • GRM Document Management

    Data Protection Services: GRM’s extensive portfolio of integrated data protection and offsite backup services archives and protects the critical information that is the life blood of every business. From high security vaults to 24/7 disaster recovery support, we are dedicated to the preservation of your sensitive...
  • Insurance Automation Group (iAutomate: Recovery CaseManager)

    The Insurance Automation Group develops software solutions that automate workflow processes and help insurance agencies and health plans build business and capture more revenue without adding staff. The product line includes iAutomate: Erlon Surety, iAutomate: ABTS Benefits, iAutomate: OPL...
  • 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...
  • 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.
  • Microsoft Corporation

    Share Point 2013 for Document Management: The features integrated into Microsoft's SharePoint Foundation document management system address all of the following: What kinds of documents and other content can be created in an organization; What template to use for each kind of document; What metadata to provide for each kind of document;...
  • Quadient

    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...
  • Exari

    Exari Document Assembly: The Exari document creation software allows non-programmers to create smart templates (with business rules built-in) and empowers anyone to create contracts and other documents quickly and without mistakes. Our intuitive web-based wizard gives front office professionals a way to close deals...
  • activePDF

    WebGrabber: activePDF® WebGrabber™ is a server-based, scalable, HTML-to-PDF and URL-to PDF-converter, allowing virtually anything that can be viewed in a web browser to be converted to PDF.