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Financial Services

Transform faster with content intelligence

Get ahead of the data deluge, de-risk enterprise-wide and support operational agility - without the manual processing.

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74 %

Of organisations grade the alignment between IM strategy and business strategy as average or worse [1]

50 %

Of banks describe their management of Microsoft Office documents as “chaotic” and “unmanageable” [2]

A new dynamic

The compliance burden is increasing and the focus for information management is broader than ever.

 

Organizations must accelerate decision-making, eliminate manual processes and get immediate access to critical information. 

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Unlock Deep Data & Insights

Put your information assets to work by automating the extraction of data from any information asset to make smarter business decisions, eliminate manual processing and improve data flow across the enterprise.

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Enable Business & Digital Transformation

Support day-to-day operations, M&A and digital transformation with flexibility to wind back usage of legacy systems, or transition staff to new systems and relocate information, without the heavy-lifting in traditional transition models.

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Intelligent Processing & Classification

Automatically identify, classify and apply context to your information with unmatched accuracy, speed and capability. Visualize your information centrally, to answer any question, any time.

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Regulatory Reporting & Compliance

Meet evolving regulations and security threats with federated management that protects, preserves and manages information throughout its lifecycle while automatically applying mandates including PII, GDPR and PCI.

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Deep domain expertise

Content intelligence for Financial Services

Partner with a team that has more than 20 years of experience helping a diverse, global customer base overcome complex information management challenges. 

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Put controls around the expansion of “information everywhere”
Proactively meet regulator, audit and investigation requirements
Access the right information at the right time
Extract insights from complex documents
Automate processes to reduce costs and human error
Consolidate and retire legacy systems and adopt new applications
Empower your people to make data-backed decisions
Provide self-service dashboards to support enquiries

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 with automated lifecycle and retention management.
  • Start small and scale - build the foundation with flexibility to adapt to changing needs and priorities.
  • See how your business is creating and working with information.
  • Remove the demands on IT and record managers - connect to any system with zero-code.
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[1] AIIM. (2022). AIIM 2022 State of the Intelligent Information Management Industry: It (Still) All Comes Down to the Customer.

[2] de Jager, J. (2019, November 27). How accountants, banks and insurers overcome disruptive forces with intelligent information management. M-Files.