Keep Your Financial Services Compliant While Securely Automating Repetitive Tasks



Financial Data Security at Scale

Leverage the power and ease of use of Google Workspace to deliver corporate agility without sacrificing security or compliance with SEC 17a-3 and 17a-4, FINRA 4511, and CFTC 1.31 recordkeeping rules.

Real-Time Collaboration for  Faster Contract Turnaround

Streamline Processes

AODocs integrates with Google Workspace to eliminate error-prone manual processes while increasing productivity, employee engagement, and customer satisfaction.


Migrate to the Secure Cloud

Replace outdated legacy business systems with a Google Workspace environment that enhances user adoption, delivers continuous updates, and provides connectivity to other business systems.

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. 

Financial Services
Financial Services

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.

Financial Services

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