Business Process & Document Management Platform for Financial Services

Migration Made Easy

Retire legacy systems such as Microsoft SharePoint, Documentum, Lotus Notes, or Filenet that are expensive to maintain, difficult to use, and do not integrate into your modern business systems. Offer your team a Google Workplace environment that lets them use the apps they love, while you can set policies and permission, automate workflows, and maintain regulatory compliance.

Modernize Processes

Digitize content-heavy processes like loan processing, claims management, wealth management, account onboarding, FOREX reporting, and operational risk management. Where appropriate, automate workflows to enhance efficiencies and mitigate errors.

Know Your Customer

Provide a central, consistent and flexible solution to control all customer related information. Deliver this to all parts of the business as a reliable information service.

Leverage Artificial Intelligence

Incorporate AI based classification to automatically extract key information and data from business content and systems.

Expand your ability to leverage modern rich-media content, such as video and audio files, for customer-facing processes like claims management and onboarding.