Financial Services
Unlock strategic value with AI-powered information management for financial services
EncompaaS transforms financial data into a strategic advantage while ensuring regulatory compliance. Our platform, purpose-built for highly regulated firms, helps mitigate risks and uncover new opportunities across your financial services organisation.
Navigating compliance and data complexity in financial services
Financial services firms face mounting regulatory demands amid an explosive growth in digital data. EncompaaS automates data management to meet these dual challenges, eliminating manual processes while ensuring compliance.
EncompaaS helps financial institutions master their data landscape while reducing enterprise-wide risk. By automating manual processes, our platform unlocks valuable insights and enhances operational agility.
Driving strategic value through financial information management
Unlock deep data & insights
With EncompaaS, you can transform your financial data into powerful insights. AI can extract and analyse information from contracts, customer records, market data, and transaction histories, allowing you to understand your data better, mitigate risks, and make more informed strategic decisions.
Enable business & digital transformation
Automating information transfer and workflows supports day-to-day operations and drives digital transformations, such as mergers and acquisitions. This allows your team to leverage their existing systems without disrupting workflows. EncompaaS manages your information in place to minimise business disruption and improve time to value.
AI-powered processing & classification
Leverage AI to automatically discover, understand, and classify financial documents and transaction records by adding critical business context with enriched metadata. The EncompaaS platform provides the ability to view data quickly and extract the information you need through visual dashboards so that you can answer complex compliance and business questions in real time.
Regulatory reporting & compliance
Meet evolving financial regulations and mitigate security threats with federated data management that protects, preserves, and manages your financial information throughout its lifecycle. EncompaaS allows you to apply data governance policies to ensure you comply with mandates, including PII, GDPR, and PCI, reducing risk and minimising the potential for manual errors.
Deep domain expertise
Data management for financial services
Partner with a team that has more than 20 years of experience helping a diverse, global customer base overcome complex challenges associated with information management in finance.
USE CASE
Real world results
Discover how one of the world’s largest global insurers is leveraging its extensive volume of data to reduce risk, lower data management costs and better protect its customers by adopting EncompaaS’ intelligent information management platform.
The M365 imperative
Manage every repository and compliantly support the transfer of information between systems to get the most out of your M365 investment.
- Empower users to collaborate in the apps they prefer using (including Microsoft 365, Purview and Copilot) with automated lifecycle and retention management.
- See how your business is creating and working with information.
- Start small and scale - build the foundation with flexibility to adapt to changing needs and priorities.
- Orchestrate specific and relevant data through Microsoft Copilot so you can ask smart business questions and get sophisticated answers back.
- Remove the demands on IT and record managers - connect to any system with zero-code.
New Report
The Pathway to GenAI Competitive Advantage
Is your data prepared and primed to unlock GenAI's next-generation business value? Our latest report explores the state of data-AI readiness and examines how organizations are preparing for the next evolution in GenAI business value.
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FAQ
Financial data management refers to the set of processes and policies that
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[1] Gable AI (2024)
[2] McKinsey (2024)