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M-Files
M-Files provides intelligent information management solutions that help financial institutions organize, secure, and process their documents and information. Their metadata-driven approach makes document management more efficient for banking operations.
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Email: sales@m-files.com
Phone: +1 972 516 4210
Web: https://www.m-files.com/
products
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M-Files for Financial Services
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.
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M-Files for Insurance Claims Management
AI-powered document management solution with automated metadata tagging, workflow automation, version control, and compliance management specifically for insurance claims processing. Features include secure access from any device, intelligent information retrieval, and integration with core insurance systems.
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M-Files for Financial Services
AI-powered document management for financial advisors and wealth managers. Delivers metadata-driven document classification, secure storage, version and access control, automated workflows, and support for FINRA, SEC, and GDPR compliance.