Keep Your Financial Services Compliant While Securely Automating Repetitive Tasks
How can a cloud-based solution help to maintain financial services data security and privacy? Here are some resources to help you to find out.
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.
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.
Deliver Superior Security Privacy
Provide comprehensive data privacy for your customers via encrypted transfers and permission-based access controls. Securely share relevant data to connected business systems like Salesforce.
Achieve FINRA and SEC compliance
Use AODocs to turn your information management systems into an SEC and FINRA compliant solution, putting immutable storage in place for your content and communications for full enterprise-grade traceability.
Discover how AODocs can help you to modernize your financial services business
How to Close Each Quarter Faster
Find out how AODocs can help you streamline your accounting and financial processes so you can close your books faster.
SOC 2 Audit: How to get Certified While at WeWork
Getting your SOC 2 certification while based in a coworking space isn't easy. Learn how we passed our audit with WeWork.