Banking & Financial Document Management Solution
Take control of your document management process. Organisations may find it difficult and time-consuming to keep policies and procedures documented, organised and readily available. ViClarity's Document Management System automates the management of documents, including controlled access, review, approvals and acknowledgments.
ViClarity's Document Management System was developed with client needs in mind. Organisations generate countless documents which can be difficult to locate, update and distribute when needed. Users sought a solution to address this problem, and we listened. This solution provides streamlined processes to easily manage your organisation's documents in one centralised location.
Document Management Solution Features For Banking & Finance
The ViClarity Document Management System allows for automation and oversight of a commonly manual process.
Document Control Table provides a full history of each document, ensuring that all important details are readily available.
Bulk Document Uploader removes the complexity and time that comes with uploading multiple documents simultaneously.
Automated Document Numbering generates a uniform numbering system so current versions are searchable and easy to find.
Check-In & Check Out allows users to easily maintain version control when updating and editing files.
Maintain control over your documentation
Financial Institutions must adhere to the highest standards of document management and security to ensure your policies and procedures are up-to-date. We applied feedback from the financial community and regulators alike to create our complete document management system, which includes document retention, role-based security, and audit trails to ensure your organisation meets regulatory expectations.
Don't settle for a time-intensive manual process or complicated document management system. Speak to a ViClarity team member today about introducing ViClarity's Document Management System into your financial institution's document oversight process.