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Regulatory ECM Solutions for Financial Services

Collaboration and information management with content security and organizational governance customized for banking and financial industry. Compliant records management solution to handle emails, documents, faxes and papers.

PageLight SharePoint Regulatory Solutions for Financial Services

Document and email management SharePoint solution, with integrated paper scanning and imaging features to manage contents and implement Governance, Risk and Compliance

  • Access SharePoint document management solution from Outlook. Users can view and add contents from Outlook
  • Workflow solutions for routing the contents captured from multiple channels based on business rules
  • Classify and file the contents with customer details stored in LOB applications like CRM
  • Records Management infrastructure for retaining contents as per retention rules for different types of contents
  • Document disposal as part of ILM policies and requirements
SharePoint services for finance institution and Ecm for regulatory need
SharePoint Enterprise document and email management for Finance and Banking

Information Security and Compliance

Implement firms' Information governance needs; immediate and future regulatory, legal, risk, environmental and operational requirements.

Redaction functionality to hide sensitive information on the contents stored in SharePoint

Audit trails of secure contents and built in standard violation reports for compliance department

Basel III

Implement and monitor regulatory standards by collecting risk information on capital investments from branches and investment divisions. Review and approval workflow will route the data collected for approval to Risk Managers. Bank liquidity and bank leverage can be increased by implementing the regulatory framework based on industry standards.

Read more about Basel III in our blog
SharePoint Integration with Outlook and Office Applications
Discover Document and Email Management solutions for SharePoint.