Financial Services

Reffering to banking, accounting or insurance, your industry faces challenges that range from regulatory compliance to data security and availability. Documenta DMS, helps organizations comply with financial regulations while providing instant access to important documents and information.

Benefits:

•  Finding close documents.

Sometimes it seems impossible to find the necessary document. Question like “where was saved?"  it’s the most common. Manage your time efficiency and productivity using a application that offer you answer at that question in less than one minute.

•   Review and approval quicker financing agreements

Managing and monitoring contracts require much time. Documenta DMS reduces the workload by automating contract management phases. Since the application has set charge for each process, the system automatically sends notifications responsible.

•  Business Audit.

An audit failure is extremely costly and risky. And maintain records of financial documentation updated is critical. Documenta DMS keeps track of each version of the documents. It can be viewed anytime entire history of documents.

•  Organize information

Communication is key to any relationship and collaboration software business is not a exception. Documenta DMS fits even with other business systems CRM, ERP and creates a single point of access to critical information in the company. The entire team can find and use important information regardless of where they are stored.