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Financial Services


Enhance Efficiency, Gain Control and Save Money with ECM!

In the ever-changing financial services industry, you need the best Information Technology (IT) systems to stay ahead of the competition and to comply with regulations. Continuously increasing amounts of documents stifle productivity in a paper-based system. Enterprise Content Management (ECM) converts physical documents into electronic records. ECMNOW! transforms your business, enabling you to:

  • Improve the efficiency of information management with automation.
  • Secure information to control regulatory compliance.
  • Customize your system to reduce costs and to save money.

Gain Efficiency by Transitioning to ECM

Your customers are relying more and more on immediate information availability. You need ECMNOW! to meet their needs and to improve efficiency of business operations. Document management technology is a key industry movement, and PaperVision® Enterprise and ImageSilo® keep you in a competitive position.

  • Integrate ECM with your accounting application to transform your information system into a single electronic source making documents accessible for rapid retrieval.
  • Improve indexing speed and accuracy with text and barcode recognition capabilities.
  • Initiate a workflow process to ensure daily tasks are handled efficiently and properly.

“The financial markets sector as a whole will be volatile…but this will not be detrimental to IT spending and will provide significant opportunities for vendors. Businesses will be looking for IT systems that ensure their front offices are performing as well as they can, while they will want to make their back offices more automated.”

— Daniel Mayo,Industry Analyst, Ovum  

Control Records for Security and Compliance

Information security is the most important aspect of a financial services company. ECMNOW! makes it fast and easy to control your information for security and compliance. Maintain complete record access for information demands, while establishing a reputation for exemplary security and control.

  • Protect financial records using multiple security features, including redaction to hide sensitive information from unauthorized users.
  • Track transaction history, system activity and information disclosures through extensive audit trails.
  • Safeguard records from premature deletion with retention policies.

“ImageSilo® helped minimize our capital expenditures by allowing us to pay for the use of the software on a monthly basis. Since the software is provided as a service, our IT staff isn’t burdened with performing ongoing maintenance, support and upgrades.”

— Brett Lammers, Chief Operating Officer, BankWest Investment Services  

Save Money With a Customized System

Finding affordable ECM that also enables efficient document management and compliance can be a challenge. ECMNOW! offers multiple options for electronic document management, allowing you to customize a system. Not only will you reduce costs, you also won’t have to pay for features you don’t need.

  • Implement a comprehensive ECM system without costly capital investment or unnecessary features.
  • Reduce paper and storage expenses by converting paper records into electronic files.
  • Accelerate processes with automated workflow and reduce the expense of employee inefficiency.

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