Document Management (291 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.

  • eFileCabinet, Inc.

    Document Management Software
    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,...
  • 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...
  • SS&C Technologies, Inc.

  • 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;...
  • 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...
  • iKAN Software

    Running a streamlined business can be a challenge. Emails, forms, receipts, invoices, drawings, purchase orders…the list of paperwork is endless, and it creates a drag on your organization. Business doesn’t move at the speed of paper anymore. There is a better way. Welcome to iKAN Software....
  • 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...
  • AssureSign

    AssureSign is a pioneer of electronic signatures' evolution from a corporate luxury into a fundamental business need.
  • 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.
  • 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...