Advance your financial services with professional document solutions
Enhance compliance, ensure data security, and improve operational efficiency with advanced document management and automation tools.
Trusted by financial institutions
Benefits
Enhance security and document integrity
Safeguard your financial documents with robust security measures, including password protection, watermarks, and electronic signatures.
Improve data accuracy and accessibility
Ensure precise data extraction and management with advanced OCR and metadata tagging. Facilitate accurate data retrieval and organization, and handle large volumes of documents effortlessly.
Automate financial workflows
Boost productivity and accuracy by automating and optimizing document handling tasks. Quickly convert, merge, and manage financial documents with high fidelity, streamline workflows, and reduce manual effort.
how we help
Discover tailored solutions for every financial sector
Banks
Compliance and security
Ensure adherence to banking regulations with secure document management solutions.
Loan documentation
Automate the management of loan documents for faster processing and improved compliance.
Customer onboarding
Streamline the onboarding process by automating the collection and verification of customer documents.
Insurance companies
Policy management
Simplify the creation, review, and management of insurance policies with automated workflows.
Claims processing
Accelerate claims processing with automated document management, reducing turnaround times and improving customer satisfaction.
Policy archiving
Securely archive insurance policies for long-term preservation and easy retrieval.
Financial institutions
Investment portfolio management
Efficiently manage and track investment documents with secure and automated solutions.
Audit readiness
Prepare for audits with comprehensive document tracking and automated compliance reporting.
Compliance reporting
Automate the generation of compliance reports, ensuring accuracy and reducing manual effort.
features
Advanced security and compliance
features
Automated document processing
features
Integration capabilities
Comprehensive Integration
Seamlessly connect with a variety of platforms — including Nintex, SharePoint, K2, Azure, Power Platform, and both REST and SOAP APIs — to enhance and automate financial document workflows and management.
Seamlessly connect with a variety of platforms — including Nintex, SharePoint, K2, Azure, Power Platform, and both REST and SOAP APIs — to enhance and automate financial document workflows and management.
Microsoft 365 Integration
View, edit, and save financial documents directly within SharePoint, OneDrive, and Teams, ensuring seamless collaboration across the Microsoft ecosystem.
View, edit, and save financial documents directly within SharePoint, OneDrive, and Teams, ensuring seamless collaboration across the Microsoft ecosystem.
features
Audit trails and tracking
Available products
Document Converter
Simplify document management in SharePoint, Power Automate, Nintex, and your applications.
Learn MoreDocument Editor
Boost document collaboration and security by editing and annotating PDFs in SharePoint.
Learn MoreDocument Automation Server
Let your team focus on critical tasks while the system performs routine document management.
Learn MoreDocument Searchability
Ensure compliance and improve document retrieval and searchability with advanced OCR and tagging.
Learn More