DocuWare document management software for financial services
When every financial services provider is competing for customer business, it is imperative to run an efficient, customer-centric operation.
With fast, secure and flexible financial document management from DocuWare, you can drive new cost and time savings in the processes at the heart of your company.
Remove the headaches of paper
In payment transactions, countless documents of different form and origin are generated every day, which then must be classified, filed, further processed and shared in a complex process.
With DocuWare, documents are stored in a central file cabinet. Document storage software not only eliminates the enormous space requirement for storing paper. The document content is available — immediately and 24/7 — to authorized employees at the push of a button.
Enforce compliance
For financial service providers and insurance companies, it is particularly important to store credit and insurance-related documents along with all approvals in a legally compliant manner. In addition, these documents must be immediately retrievable, be it for a financial audit or an urgent credit request.
Leverage the rules set forth in regulations such as HIPAA, Sarbanes-Oxley, GDPR, and other compliance requirements. By embracing these standards of control, you will benefit from data integrity, inherent productivity and a better customer experience.
Mengali Accountancy
Based in Northern California, Mengali Accountancy provides expertise in accounting, finance, money management and tax services. The firm acts as an off-site accounting department for its clients.
Arab Islamic Bank
Coordinating cross-departmental approvals at the Arab Islamic Bank is much easier today, because all customer related documents regardless of their source are archived and made available to all authorized personnel.
Certified and top-rated
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DocuWare is built for the changing needs of the financial services industry
User-friendliness
Ease of use for long-term effectiveness
User-friendliness is a principal of all DocuWare product design and development. This gives administrative staff a fast start in their new digital processes and long-term satisfaction using a product they can rely on.
Flexibility and scalability
The best fit for your IT needs with total feature parity
DocuWare Cloud supports state and local governments of every size. With the flexibility of this cloud-based solution, you can increase users and storage immediately as your needs change.
Security
Industry-leading security for your peace of mind
Control the flow of your documents and data and how they're accessed. Ensure everything is captured, processed and stored securely to protect against misuse and loss.
Mobility
Process and access information for mobile and home office teams
Anywhere. Anytime. Any device. Keep your work-from-home and in-office staff, government officials, and citizens connected and productive.
Invoice processing
Break free from paper and data entry
Avoid late fees, take advantage of early payment discounts and improve vendor relationships by simply digitizing your invoice approval process. Expedite capture with intelligent indexing and securely store related documents for instant retrieval.
Employee management
Every employee’s records at your fingertips
Transform Human Resources into a modern, service-oriented team with digital employee records and eforms. While a centralized, organized and secure solution is crucial, authorized users still have immediate access as needed.
Sales and Marketing
Modernize sales with instant access to crucial information
With centralized, real-time, cloud-based document management and workflow automation, your entire sales team can capture, access and share prospect and customer information in seconds.
GDPR compliance
Control information access and system security
Digitize paper documents and attach detailed metadata to help in controlling access, finding precise customer information and removing data on-demand.
