Document Portal
workflows more efficient and secure.
Secure, Modern Document Workspaces for Financial Services
Your clients, vendors, and partners expect more than traditional document request and collection methods, which are inefficient, vulnerable to security threats, and hard to navigate. Document Portal will transform your document collection and sharing workflows, removing the friction of manual processes and making it faster, easier, and more intuitive to execute business.
Request and Collection
Increase the accuracy, efficiency, and security of document requests, minimizing staff time and external user frustrations.
Evaluation and Processing
Improve organizational productivity with workflow-driven review processes and system-facilitated amended request notices.
Insights and Reporting
Gain insights into organizational operations with real-time reporting against firm and regulatory KPI requirements.
Transform Document Collection Workflows
Streamlined Document and Data Requests
Create and send templated or one-off collection requests to clients, vendors, and partners with automated notifications and reminders, minimizing administrative processing time.
Intuitive Collection and Sharing Portal
Create a custom-branded portal with an interactive guided process for securely uploading and receiving documents and completing eSignature requests.
Integrated Document Review and Validation
Eliminate double handling and processing of documents with automated workflows that reduce bottlenecks.
Actionable Insights
Automatically collect and monitor meaningful data related to the document collection process to facilitate speedy action and ensure compliance with regulatory requirements.
Get Started with the Future of Document Request and Collection Workflows
Features Include:
- Customizable Secure Portal
- Templated and One-off Requests
- Document and Data Collection
- Notifications and Reminders
- Document Review, Approval, and eSignature
- Workflow Automation
- Reporting Dashboard