Financial Services

ContentSuite360 document management software supports compliance objects for financial services

From banking and insurance to investments in wealth management, ContentSuite360 provides complete security while complying legal and regulatory requirements. As a browser-based software, ContentSuite360 allows both branch offices and remote users to interact with an information-managed database and helps leverage consistent workflow and policy management protocols.

Through the advanced imaging module, the management of paper-based documents becomes integrated with other e-records and increases the efficiency of business processes. This allows the user to manage all physical records as well as providing seamless means to regulate file retention, knowledge and legal hold.

Benefits of ContentSuite360’s Financial Services

  • Prevents loss of information through a Check-in, Check-out system
  • Real-time tracking
  • Version control to aide in organization and to identify changes
  • Audit Trail Functionality

Contact us today to learn more about how ContentSuite360’s Financial Services can work for you!