With documents in order and digital processes in place, you can focus on service.
Your customers want exceptional service and tailored financial products… for a low price. That is a real challenge when staff spend hours searching for information, and when things like onboarding, trade orders processing, and loans approvals feature lots of paper and physical hand-offs. We can help.
We help your company manage documents, automate key business processes, and meet regulations, without the need for stressful data migrations.
We give you a single point of access where all information about customers can be organized, safely stored, and accessed. Everything you need to deliver a memorable experience is just a click away.
With M-Files, processes — like customer onboarding, trade orders, claims processing — can be made digital. Errors and wait times are reduced, and you can reassign resources to scale the business.
Your customers’ data is protected by encryption and access permissions. And by tracking what happens to documents at all stages, we enable you to keep things in line with regulations.
We make it so you can access the documents you need at the office, at home, or anywhere work is done.
Emailing documents back and forth just creates confusion and multiple copies. Share the link instead, and never lose track of changes
We help Financial Services companies worldwide
M-Files works well with most popular tools, to keep the impact on day-to-day operations to a minimum.
Make sure no contract or report is left in an inbox for no one to find.
With one click, save emails and attachments to M-Files for long-term retention.
Find information stored in different places directly from a SharePoint Online view.
In this whitepaper, we explain ten ways Intelligent Information Management gives banks and financial services companies a competitive edge.
1 in 2 Financial Services execs say their management of Microsoft Office documents is “chaotic” or “somewhat unmanaged”.