Financial Services Overview

Financial Services professionals create and manage large volumes of documents daily: financial statements; contracts and agreements; credit profiles; loan agreements and contracts.

However, the question to ask is “are these documents putting your business at risk?” Can you guarantee that all the documents in your Document Management System (DMS) can be produced on demand to comply with government and industry regulations and requirements?

DocsCorp solutions for Financial Services not only improve the efficiency of the document production process, they help streamline work processes, reduce costs and minimize risk.

Key Benefits

  • Distribute documents from multiple sources as a single, secure PDF
  • Streamline the document production process
  • Track and report changes to business-critical documents
  • Remove confidential information using true redaction
  • Enhance search capability to ensure all documents relating to a matter are found