Document Management Compare 260 Companies

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.

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...
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MasterControl Inc. is a leading provider of cloud-based quality and compliance software for life sciences and other regulated industries. Our mission is the same as that of our customers – to bring life-changing products to more people sooner. The MasterControl Platform helps organizations...

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...

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...
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Solutions for Content/Document Management & Workflow: Vertafore offers powerful content/document management and workflow systems to help agencies, brokerages, MGAs, carriers and reinsurers streamline operations, control operating costs and enhance productivity, including: WorkSmart, Engage and CBDDoc for agencies, and for carriers and MGAs:...
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Docuphase offers a comprehensive suite of intelligent financial solutions that create predictability, visibility, and efficiency. Our solutions (Financial Document Management, Invoice Capture, Forms & Workflows, AP Automation, and Payments) are designed to optimize and automate back-office...

Upland Software (NASDAQ: UPLD) enables global businesses to work smarter with over 25 proven cloud software products that increase revenue, reduce costs, and deliver immediate value. Our solutions cover digital marketing, knowledge management, contact center service, sales productivity, content...

Scan123 offers a fast, easy, and secure solution for managing critical business documents, transforming your paper and digital media into a searchable, team-based system. Our SOC 2 and HIPAA-compliant platform ensures your files are protected from fire, flood, theft, and ransomware, providing...

Vasion enables organizations to digitize content and automate workflows to drive compliance, scalability, and accountability. With our SaaS platform, you'll give end users a seamless experience across Print, Scan/Capture, Workflows, and Content Management, with open APIs for simple third-party...

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Rating: 5/5 - 1 review

eFileCabinet Desktop Document Management System: eFileCabinet for Desktop offers you uncompromising security for all your documents and data by storing them directly to your on-premise server—but the security is the only thing that’s rigid. Our Desktop platform is simple and easy to use, and integrates seamlessly with other software for an...
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