Document Management (286 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.

  • Built to be scalable throughout the entire organization, regardless of company size, DocuPhase’s Document Management Software gives you control over your enterprise.
  • 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...
  • Benedict Group, Inc. has been an industry leader in loan servicing, loan accounting, and investor tracking software since 1990. Using .Net and SQL Server, LOANS! For .Net is ideal for commercial lenders, multi-family housing authorities and agencies, and consumer loan providers. LOANS! For .Net...
  • FinerEdge Software, LLC offers "Best of Class" XML & CSS server-based publishing, Web-based reporting, and continuous amortization calculation solutions. FinerEdge Publisher is a dynamic cross-media publishing solution that automates the creation of customized and personalized paginated...
  • 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;...
  • Employee File Management: Ensuring employee files are secure, organized and accessible is critical to keeping HR running smoothly. DynaFile makes employee file management simple. Our cloud filing system lets your team securely access employee files from anywhere at any time. Add documents to an employee's electronic file...
  • Since 1985, more than 10,000 companies across the world have counted on Melissa to profile, cleanse, update, match and enrich their people data (names, addresses, phone numbers, and emails) in order to drive insight, maintain data quality and support global intelligence. Our newest brand,...
  • DocuWare: Ready to set the new pace for business? Accelerate information flow and level up your productivity Forget about the tedious, manual, repetitive tasks that prevent your staff from working on what matters. Digitize and automate your workflow to unleash sharp decision-making and optimal use of...
  • Claims Document Automation: Whether the claims involve standardized CMS 1500 forms and supplemental data, workers compensation data, claims litigation, or plan contracts, Parascript has the automation platform to accelerate and control costly and error prone workflows. Using a combination of machine learning techniques...