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.

  • 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;...
  • 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.
  • 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...
  • DocuWare

    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...
  • Intelex Technologies

    Intelex Technologies Inc. is North America's leading provider of software systems designed to drive continual performance in environmental, quality, health & safety and business performance management. Throughout the '90s, Intelex developed and supported PC-based software systems for ISO...
  • 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...
  • Alfresco

    Alfresco’s document management software brings company content under control. Important files—like legal contracts, marketing assets and engineering documents—are easily found, shared and secured. What’s more, Alfresco maximizes the value of content by integrating it into core business...
  • AssureSign

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