Streamline Financial Services Review and Approval Processes
Financial Service professionals create and manage large volumes of documents daily, like financial statements, credit profiles, loan agreements, and balance sheets. Ensuring these documents are safely secured is not just best practice, it's a critical step in complying with Financial Services Authority (FSA) regulations and requirements.
Products Made for Financial Services
pdfDocs collates files from a client job – client letters, tax returns, or financial statements – into a single, secure PDF. Distribute it online or store it away in a practice management system. The same goes for the creation of electronic binders – compile all the work from a client, job, or project into an easy-to-navigate PDF binder with just a few clicks.
Meet industry regulations with compareDocs, a reliable tool for tracking, discovering, and reporting on changes to documents. Since a single change to a value or formula in a spreadsheet can have a ripple effect on all kinds of data, users need to be able to see every change no matter how minor. compareDocs gives Financial Services users accurate and reliable change management. Doing a manual side-by-side comparison won’t give you the same accuracy or peace of mind.
Information in Financial Services documents can be both embarrassing and damaging when leaked. cleanDocs ensures embedded objects, hidden cells or text, Track Changes, and other file properties and summary information is removed before the file is sent outside the firm. It also asks email users to confirm the recipients and attachments are as intended to prevent leaks through email mis-sends. When it comes to document data management, prevention is the best cure.
Large volumes of documents are created and managed in the Financial Services industry. contentCrawler ensures all documents can be found and produced when regulations require it. This includes everything from financial statements; contracts and agreements; credit profiles; and loan agreements. Additionally, when users have full access to files, they can analyze all available data to identify customer characteristics and determine the best offers to present to prospects.