Document Management (288 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.

  • 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...
  • 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...
  • Napersoft

    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...
  • 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...
  • 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...
  • 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.
  • KnowledgeLake

    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...
  • Esker

    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...
  • 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...