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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 Financial Services

The financial services industry has always been a unique sector when it came to document management. On a regular, if not daily, basis, the financial world is experiencing changes like never before. Successful financial services firms must be extremely vigilant when it comes to maintaining its customer records and documents. Financial Document Management

DocuXplorer, with its full compliance with Sarbanes-Oxley, SEC, FINRA and other financial services regulations pertaining to electronic document management is the industry leader for firms looking to store their documents – both paper and electronic (including emails).

Our built-in workflow allows documents to move throughout the organization and our audit trail allows you to see who’s viewed, modified, moved or altered your documents. DocuXplorer provides a one-stop repository for the complete document management needs of a financial services firm – whether you need to keep track of client stock transactions, loan records or just managing your internal human resources documentation.

For well over a decade, DocuXplorer has helped leading financial services companies (including banks, investment firms and credit unions) organize their client records in a user friendly software application that is very intuitive and easy-to-use, but robust enough to ensure compliance with governmental regulations and laws.

DocuXplorer helps financial professionals:

  • Store any type of client record – paper, electronic or email – including financial transactions, QuickBooks entries, loan applications and more.
  • Quickly and easily find that one particular document using either a keyword search or performing a more thorough search using index set fields.
  • Increase productivity of financial advisors by allowing them to focus on their core competencies rather than worrying about keeping track of a paper trail of documents.
  • Ensure your firm is compliant with Sarbanes Oxley and SEC requirements related to the security of your documents.
  • Allow advisors to retrieve client specific documents from a client site, using our built-in secure Web client.

DocuXplorer is the ideal solution for financial services firms looking to go paperless while, at the same time, ensuring compliance with industry rules and regulations. On top of it, DocuXplorer is affordable and available in both a server and web-based environment.