ECM for Financial Services

Manage All Documents With One Solution

Just as you increase market share through enhancing your customer relationships, better banking results can be achieved through use of innovative technologies that provide a comprehensive view of all customer information from one, easy to access location.

Systemware enables financial institutions to electronically capture, index, manage and deliver a wide range of information types including: statements, reports, scanned forms, email, loan documents, and customer correspondence across the enterprise, into an intuitive folder structure. This solution — all built upon Systemware’s core content repository — provides document imaging, records management, document workflow as well as robust reporting capabilities allowing banks, credit unions and all other types of financial institutions.

Systemware’s browser-based imaging solution enables both centralized, high-volume scanning as well as distributed scanning. The power of this imaging solution lies in the granular indexing that adds intelligence to scanned documents allowing for comprehensive document life cycle management capabilities. Unlike paper, electronic documents can be easily shared across the enterprise, allowing work to be redistributed dynamically. This flexibility allows you to drive more productivity while ensuring tighter security, better business continuity planning and automated destruction of documents.

Systemware turns traditional static electronic folders and documents into active folders, dynamically adapting to and advancing workflow processes when new content or documents are entered into the system. Systemware’s workflow capabilities remove the complexity from workflow creation and design. This innovative approach to workflow organization and management helps streamline business processes, both at the departmental level and across the enterprise.

Financial institutions also utilize Systemware’s automated event engine to notify employees of out-of-date or missing information and notify those responsible for providing the required information. The result is visibility of compliance issues, quicker assessment of business risk, and increase in employee productivity.

Our technology is built on a standards-based platform containing service-oriented architecture (SOA) in a Web services environment. The result is a content service that delivers corporations a real-time platform for managing documents to meet regulatory and compliance requirements while also integrating with core applications. With Systemware, customers can adopt best-of-breed technology solutions that provide the flexibility to enable dynamic business changes.

Through our solution all access rights, permissions, and functions are granted using role-based security. In addition, Systemware maintains a detailed, time-stamped log of all users’ access and activity within the system. User authentication can be maintained within our solution or in conjunction with your current network permissions and access infrastructure.