DocuWare document management software for financial services
DocuWare's employee management solution is a ready-to-use, cloud-based system offering fast, secure and flexible financial document management. It streamlines processes, ensuring efficiency and customer-centric operations, essential in today's competitive financial services landscape.
Remove the headaches of paper
In payment transactions, various documents are generated daily, which all need sorting, filing, processing and sharing. DocuWare centralises these documents, eliminating paper storage needs. It grants immediate, round-the-clock access to authorised staff with a simple click, reducing complexity.
Enforce compliance
It's crucial for financial and insurance entities to securely store credit and insurance documents and approvals. and ensure prompt access for audits or urgent requests. Adhering to financial mandates and regulations ensures data integrity, productivity and a smoother 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.
ADM Investor Services International
As a financial services provider, ADM Investor Services International is subject to rigorous regulation. By using cloud-based digital document management, the company is able to comply with all regulations and foster long-term customer relationships.
Certified and top-rated
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DocuWare is built for the changing needs of the financial services industry
DocuWare benefits accounting firms, insurance offices, financial planners and banks. Our industry-leading document management and workflow automation help organise, secure and handle vital business data like employee documents, client records, compliance information and more.
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
Digitise every invoice with intelligent indexing to securely store for instant retrieval. Automate approval notifications to expedite payments and keep your team on track.
Employee management
Every employee’s records at your fingertips
Digitise your paper records and get rid of disorganised shared drives. Centralise, organise and secure all employee records and get to critical information within seconds.
Sales and Marketing
Modernise sales with instant access to crucial information
With centralised, 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
Digitise paper documents and attach detailed metadata to help in controlling access, finding precise customer information and removing data on-demand.
