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Financial EDMS Software

This directory lists just those electronic document management software (EDMS) systems that provide functions tailored to the needs of the financial industry.
Many organizations are faced with an ever increasing document flood - a hard to manage torrent of documents for quotes, faxes, invoices, emails, and many other records. The solution to this problem comes in the form of a document management software solution, also referred to as document imaging software. This type of solution can give...
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Financial document management software made easier...

 

Main > Document Management Software > Industry Verticals > Financial

This list of electronic document management software (EDMS) systems and vendors is comprised of those with special features or services tailored to meet Financial industry requirements. This information and the free tools available from this site can help you identify the financial document management software (EDMS) systems best suited to your unique needs.


eBridge Solutions Document Management Webinar Document Management Services Document Management Solution

eBridge Solutions is a web-based document management software service that allows businesses to scan and store their paper documents online. Documents can be sorted by seven customizable index values or keyword search.

4830 West Kennedy Boulevard,
Suite 545
Tampa, Florida 33609 U.S.A.
Toll Free - 1-877-676-6067
Local - 813-849-6067
eBridge Solutions Website

 

 

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Cardinal Software

701 Tennessee Avenue South
Parsons, TN 38363
731-874-7812


DATANET imaging systems,Inc

7030 Woodbine Avenue
Suite 500
Markham, Ontario L3R 6G2
905-305-9097
866-842-7220


Imscan

Corporate Office
Yew Tree Court
Risley
Warrington, WA3 6WP
01925 761000


iSoft Technologies,Inc.

6600 Trans Canada Highway
Suite 750
Pointe Claire (Montreal) Canada H9R 4S2
514-426-1133
888-811-9646


Precision Computer Systems

4501 S. Technology Drive
Sioux Falls, SD 57106
605-362-1260


ScanDoc

3410 Greenwood Heights Drive
Kneeland, CA 95549
707-476-0455
866-734-7226


SoftPowerhouse Co., LTD

SoftPowerhouse develops document assembley software.

FlatB, 10/F, Salaon House, 3 O'Brien Road, Wanchai
Hong Kong
852-3111-2355
Fax 852-3669-8855


Take the RISK out of document management software!
 
Many organizations today are faced with an ever increasing, hard to manage flood of documents - papers, specifications, quotes, invoices, emails, and many other records. The solution to this problem comes in the form of a document management software solution, also referred to as document imaging software. These solutions can give all organizations a significant advantage when it comes to organization, employee productivity, and document security.

An electronic document management system gives all organizations the ability to quickly search for and retrieve a specific document that has been previously digitized and stored in a database. Hardcopy documents can be scanned and processed with Optical Character Recognition (OCR) to add them to the database, and electronic documents such as faxes and email can be stored directly. This capability to store and quickly search thousands of documents proves to be essential when trying to improve any business process. Document integrity is maintained by restricting access to sensitive items, and a full audit trail can be recorded to ensure integrity. Here are some ways in which a document management system will prove to be invaluable to your organization:

1. Proper identification of the routine and exception document search and retrieval methods and criteria.

2. Information can be accessed much more quickly through the use of detailed search functions that can search the full text of all documents.

3. Reduce file space taken up by documents by archiving items no longer immediately needed.

Critical Steps to Take

The best contacts and resources to help you get it done

Assess the amount of paper documents your firm has and decide which items should be on hand and whic Not all documents in storage are necessary and relevant to current and ongoing transactions.

Increase employee productivity by enabling them to retrieve the documents they need quicker than

Some document management applications have more powerful search functions than others. It is wise to compare different applications to see which is best suited for your firm's needs.

Not all documents are needed at all times

Finding the right document management software that offloads extraneous documentation is essential to boosting productivity.

Advice, Tips, and Strategy

Corporate managers should work closely with their IT departments to ensure that they choose the right document management software system for their current and future needs.


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