Financial Services Process Automation
Financial Services

Empowering Financial Services Process Automation to Modernize the Customer Experience.

We enable financial service enterprises to improve every aspect of the customer relationship, and gain valuable insights while streamlining content access.


Content Management For Financial Services

Content management you can bank on.

From internal operational reporting and storage to the fast distribution of acccount statements, loan documentation, transaction analytics, mortgages, EOBs, check images and more, our software positions your business to achieve higher customer satisfaction. 


An investment in customer relations.

A better customer experience begins with software that enables your branch employees to intelligently, and quickly, extract and transform the requested content. Then, distribute the package through existing channels that are enhanced to allow customers to pull down content for their individual purposes.


Data Migration For Financial Services
Document Management For Financial Advisors

Make content management a compliance asset.

When your financial institution needs to provide documentation to the SEC for proof of compliance, Systemware makes it easy to satisfy every regulation requirement and new ones as they emerge.


From paper to profits.

Improve your institution’s bottom line by storing your digital documents in a centralized location. Going paperless makes searching and retrieving content easier – boosting employee productivity, improving information security, enhancing customer satisfaction, and strengthening audit processes.


Financial Services Process Automation Systemware

We helped one of the world’s largest financial institutions deploy critical business information for nearly 60MM customers. 

Having grown organically and expanded via multiple acquisitions, this bank’s employees were struggling to manage, access, and deliver critical business information. This problem was starting to affect operations and regulatory compliance processes. They partnered with Systemware to accelerate and streamline the regulatory compliance process by creating a connected content ecosystem.  

The software for modern financial services.

Migration


Automated Tools

Our software enables content to be seamlessly moved from your current system to ours. Our automated migration tools offer customizable user permissions to allow data to be pulled proactively or when needed. This translates to less time required for the uploading and downloading of files.

Repeatable Processes

Benefit from cost and time savings during migration. Our software has been built on years of experience to enable tasks to be repeated during migration, creating extreme efficiency.

Earlier Accessibility

Benefit from our parallel migration capabilities that allow you to migrate data from your mainframe into our system and access the latest information you need – all while continuing to migrate the rest of your legacy content in the background.

Automation


Auto Report Delivery

Create personalized content reports and manage your daily tasks. Save time on regular search and validation tasks and have the reports sent to you featuring just the specific information you need – down to a single line of text.

Report Notifications

Our software is designed to automatically alert users when content has been extracted and when it is available to be reviewed. You can count on a higher level of risk avoidance as you let the software perform accurate search functions for you.  

Bundle Reports

As reports come in, they can be processed in a way that collects information from multiple reports. Users can then be automatically notified of where their requested content is or they can be sent the package automatically. This feature helps with compliance as well by bringing the right and complete amount of data needed to meet regulatory requirements.

Flexible API

Our robust software is designed to allow you to build your own automation capabilities on top of our software. This enables you to customize your automation experience.

Security & Compliance


Security: Granular Security

Maintain absolute control over who sees content and when. Define who can access information at the folder level and the document level, and even attain content within a document. Use powerful index and topic filter rules to limit what a user can see through role-based access.

Security: Existing Authority

Have the power to integrate our software with your existing authentication methods. We help you enforce authorization by building our software to fit any model of permission you choose to implement.

Content Compliance: Regulation Support

As new compliance rules come into existence, such as GDPR and other federal and state level regulations, our software is built to meet them. Stay current as you handle consumer requests, including the removal of content that is deemed out of compliance – without affecting or impacting the rest of the stored information.

Regulatory Storage

Achieve cross purpose regulation compliance to satisfy strict content maintenance and storage terms.

Comprehensive Data Masking

Have the most robust tools and user filters for hiding PII and other sensitive customer information. Be able to set parameters for granular level masking for select content such as account numbers, or a range of numbers and social security numbers within documents.

Integration


Restful API

Our software is designed to allow customers to build tools on top of our system. This ensures that every function that our software contains is available to you. Maintain full capability to search, retrieve, upload information and more, no matter what program you integrate.

Extendable Applications

Systemware maintains the ability to write custom application modules into applications on top of our product, allowing us work seamlessly with other systems, feeding and receiving content. We can build integrations and middleware into external applications from within our system. This enables configuration upgrades and additional customer processing, as well as the ability to integrate with third-party systems.

Records Management


Records Destruction

Elevate risk avoidance and ensure the complete removal of documents or individual pieces of sensitive content from within documents based on variable storage parameters.

Records Categorization

Our software dynamically sorts and categorizes documents and content for easy, efficient, and compliant retrieval. As you store data by type, such as accounts, communications or bookkeeping, our software manages storage to ensure content is retained for the legally defined time period.

Records Security

You can be sure that we have included the highest grade of security protection and follow all the latest standards to guard against unauthorized access to sensitive information.

Records Retention

Be able to retain and enforce retention policies for content. With event-based retention capabilities, you can keep content until a specified date or until a defined existing account status changes.

Learn More About How Your Content Can Work For You

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