Financial Services

Financial Services

Electronic document control and automation software for Financial Services

In financial services business, documents are an essential component of business. How financial documents are stored and managed plays a crucial role in the competitiveness of a company; the efficiency of its operations, how well risk is avoided, and the accuracy of important financial decisions.

docManager® is electronic document control and automation software for financial service sectors like insurance, banking, wealth management, mortgage etc. Paper documents are converted to digital files, joining electronic documents in a single, unified and secure document management system. Everything is searchable and immediately retrievable.

How docManager® can help?

Document Management System does much more than manage documents. This software can help various financial services processes by streamlining various activities and documents, thereby improving efficiency and allowing financial institutes to offer better solutions and services.

As per the present various laws applicable to your organisations and our Income Tax Act, 1961, an organisation is required to maintain their books of accounts and Financial documents for the period of 8 years, it is difficult to manage such documents as it is physically for such a long period. docManager® can be of great help to meet such compliances and preserve the documents for as long

docManager®, our flexible software, can be incorporated in financial services firms of all sizes and types.

docManager® is the perfect Document Management Software financial services sector because of its best features that can suit big as well as small firms.

docManager® can help financial institutions to meet some financial and technological challenges head on. From reducing costs of paper by integrating scanning and saving time by organizing data structure, docManager® is an invaluable tool for these institutions.