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Top Benefits of Incorporating Automated Workflow into Your Document Management Software

Businesses usually have internal mechanisms through which processes such as purchase requests, supply orders and payment for goods and services received are subjected to before they can be approved. Organizations that are not yet paperless would have to physically take the documents to the different managers for approval. This is not only tiring but it is time-consuming as well and in today’s fast-paced business environment, that is quite unacceptable Read More »

Document Management Software Vs. Online Storage

As businesses grow, they often find that their local file servers have reached their end-of-life and they are now difficult to maintain. In an attempt to fulfill their document storage needs, these firms often opt for online public cloud services such as Google Drive or Dropbox, only to realize that these platforms are not scalable, have poor functionality and are prone to external attacks.

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Five Reasons Document Management Software Can Save Your Company Money

In this digital day and age, most businesses are able to save substantial amounts of money and resources by investing on Document Management Software solutions, which are truly one of the greatest inventions ever made for business. Document Management Software (DMS) is so crucial for businesses to thrive in the digital age as it acts to centralize all business content of any company. Read More »

Document Management Software for Banks & Financial Services

In today's world, financial institutions and banks face growing and complicated compliance challenges. As a result of the many laws and new regulations implemented over the past decade, every e-mail, document, fax and contract must be made immediately available for both internal and external audits. Failure to comply with these regulations can be expensive as well as potentially ruin an organization's brand reputation.

How financial documents are stored and managed plays a key role in both the effectiveness and the competitiveness of a financial services organization or bank; the efficiency of its operations, how well risk is avoided, and the accuracy of important financial-related decisions.Bank Document Management

DocuXplorer provides clients with employees working in financial services environment with an easy-to-use yet robust document archiving and organization system for their clients' financial records and documents. With DocuXplorer, those working in finance can  better keep track of, and organize, all of their organization's financial, regulatory, and bank documents. Plus, because many of our clients often store and archive sensitive financial data, DocuXplorer is compliant with SEC and Sarbanes-Oxley guidelines related to electronic bank document management.

Additionally, DocuXplorer's optional online backup service ensures that important documents are protected from disaster. This additional features assists clients in adhering to their document retention compliance requirements as well.

How does DocuXplorer improve document management for banks?

  • Track document versions
  • Perform audit trails
  • Share confidential information only with those who need to see it
  • Email, fax and print documents directly from DocuXplorer folders
  • Find, access and share documents in one easy-to-use interface
  • Use QuickBooks and other third party software's easy integration, allowing them to save information directly into DocuXplorer.

For more information on DocuXplorer's bank document management services, contact a member of our sales team. To read more about how a document management solution can assist those working in a financial services capacity, click here.