at Financial Technnology Year
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Document Management for Operations
Solutions for capturing, storing, managing, and retrieving banking documents and records.
Other Operations
Cloud-based document management system with financial sector compliance features, intelligent indexing, automated workflows for loan processing and account opening, integration with banking systems, and secure access controls for sensitive financial documents.
OnBase for Banking
By: OnBase by Hyland
https://www.hyland.com/en/solutions/financial-services/banking
By: OnBase by Hyland
https://www.hyland.com/en/solutions/financial-services/banking
Comprehensive enterprise content management platform designed for banking operations. Features include document capture and imaging, workflow automation, case management, records management, audit trails, and integration with core banking systems. Specialized modules for loan processing, new account opening, and compliance.
Newgen OmniDocs for Banking
By: Newgen Software
https://newgensoft.com/solutions/industry/banking-financial-services/
By: Newgen Software
https://newgensoft.com/solutions/industry/banking-financial-services/
Enterprise content management platform with specialized banking modules for loan origination, account opening, and trade finance. Features include document capture, storage, retrieval, version control, workflow automation, and compliance management. Supports integration with core banking systems.
Document collaboration, workflow automation, comprehensive search capabilities, and integrations with various applications including CRM and ERP systems.
Mediant Document Management System
By: Mediant Communications
https://www.mediantonline.com/solutions/document-management/
By: Mediant Communications
https://www.mediantonline.com/solutions/document-management/
Offers robust document management capabilities including electronic filing, retrieval, tracking, and secure communication targeted towards financial institutions.
A document management platform tailored for banks that enhances customer service through efficient document processing, compliance tracking, and secure access.
Cloud-native content hub designed for banking operations that provides document management, digital asset management, and enterprise-grade security. Features include intelligent content classification, automated metadata tagging, version control, workflow automation, and integration with Oracle's financial services applications.
Kofax TotalAgility for Banking
By: Kofax
https://www.kofax.com/solutions/industry/financial-services
By: Kofax
https://www.kofax.com/solutions/industry/financial-services
Intelligent automation platform for banking operations that combines document capture, management, and process automation. Features include cognitive document automation, mobile capture, e-signature capabilities, case management, and compliance support for banking regulations.
Metadata-driven document management system that organizes banking documents by what they are, not where they're stored. Features include automated workflows, version control, compliance tools, audit trails, and integration with banking systems through APIs.
Cloud content management platform with bank-grade security features, workflow automation, e-signature integration, retention policies, and collaboration tools. Enables secure document sharing with clients and integration with core banking systems while maintaining compliance with banking regulations.
OpenText Content Suite for Financial Services
By: OpenText
https://www.opentext.com/solutions/industry/financial-services
By: OpenText
https://www.opentext.com/solutions/industry/financial-services
Comprehensive document management system designed specifically for banking operations that provides secure document capture, storage, retrieval, and lifecycle management. Features include regulatory compliance tools, audit trails, version control, workflow automation, and integration with core banking systems.
Enterprise document and content management platform that helps banks manage the entire lifecycle of documents. It offers features like advanced search capabilities, content federation, automated classification, integrated workflow, compliance management, and secure mobile access.