Secure Online Platform to Upload Financial Documents, Records and Files

Today, the Financial Service industry continues to seek out innovative ways to improve the customer experience and strengthen customer relationships. This becomes extremely important in the competitive environment for both internal needs as well as serving external customers. The need for file sharing, collaboration and online storage that drives results for the industry are essential as more choices are available for customers.

The Amount of “Data” Produced Warrants Optimal Organization

The ability to integrate these requirements into enterprise content and records management systems is paramount. This includes the ability to support a wide range of paper documents that can be scanned, customer files and forms, different transactions types and case management without the burden off adding more costs to the equation.

This environment is ever changing as well as the reporting, auditing and compliance requirements, therefore tools need to be secured and easily integrated into existing systems and workflows. The cross collaboration between teams and individuals to respond quickly and efficiently is essential to strengthen the customer relationship.

The InfoPreserve Solution

That’s why InfoPreserve has designed an intelligent document management solution that enables:

  • Uploading digital assets and documents quickly and efficiently for file sharing
  • Searching and retrieving documents with a single view into those digital assets for collaboration
  • Preserving, integrating and exporting documents

At InfoPreserve, we understand it may be difficult to implement a completely new solution, so we’ve designed one that can be incorporated into your existing systems and processes with ease. It’s also flexible enough to grow with your organization over time.

Because our solution is based on a Software as a Service (SaaS) model, which means no upfront capital and information is stored in our secured private cloud, installation is simple and your users will be up and running in less than 24 hours.

Plus, our software comes complete with permission-based logic for your different users, as well as detailed reporting to support risk management and compliance requirements.

You’ll have all the tools you need for document review and discovery.

Our focus on record and content management aligns with the needs of your ever-expanding and changing role in financial services.

There’s nothing more important than your critical data. We promise you’ll see immediate value once you select a trusted document management solution from InfoPreserve

Get in touch with us.