Document Management for Banking, Financial Services and Insurance Companies

Problem

From the individual planner to the broker-dealer, financial services firms face the common challenge of improving profitability while operating in a competitive, multi-regulatory environment. Paper storage, time-sensitive retrieval demands and the expense of processing paper documents impede your organization’s progress toward meeting that challenge.

Solution

doQuments manages all of your paper and electronic documents by easily creating a central, secure document repository. You can quickly search through millions of records with only a few clicks.

doQuments features a comprehensive multi-level security framework which lets you control access on a per user and per document basis. doQuments helps and improves client service and facilitates information sharing between reps and broker-dealer organizations.

Some of our clients in the BFSI Industry

All-State Insurance, USA
Apex Properties, USA
Gulfshore Mortgage, USA
Harbour Financial, UK
KPMG, Australia
Lincoln Financial, USA
Tax Resource Group, USA
Westpac Trust, New Zealand

Click here to see Clients from all Industries

Important features

Document Encryption

This feature allows you to store documents in an encrypted form. This eliminates the possibility of someone accessing the documents directly using Windows Explorer (bypassing doQuments).AES, TripleDES and Blowfish are supported with key lengths ranging from 128 bits to 256 bits.

Document Versioning

This feature allows you to create and retain multiple versions of the same document. Every time you check out, modify and then check in a document, doQuments will retain a copy of the older version and add the new modified document as a new version.

Document Full Text Search

This feature allows you to search documents in a doQuments DB based on their content. Currently MS Word (.DOC),MS Excel (.XLS), EMail (.EML, .MSG) , Web Page (.HTM, .HTML) and .TXT files are supported. For PDF and other formats you can download the appropriate IFilters (see FAQ).

Comprehensive Security Features

The comprehensive security framework in doQuments allows you to control access to documents and (If required) every piece of information stored with each document. Access can be controlled on a per user basis. You can also restrict the actions a user can perform.

Also See | Features | Download | Pricing Information