Finance & Banking
Secure document management for financial institutions. Automated compliance, audit trails and revision-proof archiving for regulatory requirements.
Does this sound familiar?
Customer files scattered across Outlook, SharePoint, scans and the core banking app?
Our answer
iView provides a single window onto every customer file, regardless of where the document originates. Advisors see contracts, KYC documents and correspondence in the same context as their core banking system, no screen-switching required.
An AML audit on the horizon and no idea where all the compliance evidence lives?
Our answer
iStore records every document version, e-signature and user action in an immutable audit trail. Retention policies aligned with Basel III, MiFID II and local regulators are applied automatically.
Incoming invoices processed manually, typos, duplicate payments, late approvals?
Our answer
Our Digital Mailroom classifies incoming invoices, extracts amounts, VAT numbers and references, and routes them to the right approver. Integration with SAP, Dynamics and Exact Online via iSDK.
Advisors who can't answer their phone because they're digging through the archive room?
Our answer
iSearch mobile delivers access to any file from iPhone or iPad. An advisor on-site at a client has the same complete file at hand as they would at the office.