AODocs for Financial Services

Combine the move to the cloud with effective compliance, automation, and "Know Your Customer" solutions

A cloud content services platform designed to modernize financial services

Scale & Secure

Leverage the power of the cloud to deliver corporate agility without sacrificing security or regulatory compliance, such as FINRA, SOX, or PCI.

Streamline Processes

A digital workplace removes the need for error-prone manual processes and increases productivity, employee engagement and customer satisfaction.

Future-proof Your Tech

Replace legacy systems with a cloud-based platform that enhances user adoption, delivers continuous updates, and provides connectivity to other systems.

Migrate to the Cloud with Ease

Retire legacy systems such as Microsoft SharePoint, Documentum or Filenet that are expensive to maintain, difficult to use and do not integrate to your modern business systems.

Modernize Processes

Digitize content-heavy processes like loan processing, claims management, wealth management, account onboarding, FOREX reporting, and operational risk management.

Know Your Customer

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

Leverage AI

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

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 Privacy

Provide enhanced end-to-end data privacy for your customers via techniques such as encryption and secure transfers - even to external systems such as 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.

Ready to get started?

Contact us Start free trial
blue yellow and red triangles