Financial Services


From banking to accounting, your industry faces challenges that range from regulatory compliance to data security and availability. M-Files helps organizations manage information easily and comply with financial regulations while providing instant access to important documents and information.

Benefits With M-Files

Find what you need instantly

Sometimes finding the right document when you need it seems impossible. Where was that file saved? Who edited it last? What if it didn’t matter? M-Files eliminates the chaos of traditional folders by organizing content based on what it is, so you never have to remember where it’s saved or which version is the right one.

Review and approve financial agreements faster

Managing and tracking  requires a lot of time. M-Files frees up more hours in the day by automating processes like  (CLM). Because M-Files knows who is responsible for every task along the way, notifications are sent automatically.

M-Files plays well with others

Communication is the key to any relationship and your business software is no exception. M-Files talks to your other systems so you can find what you need from wherever you are.  with existing CRM, ERP and other business systems so that every bit of information you need is in one place.

Make your business audit-proof

Failing an audit is extremely costly and risky. Keeping records of everything and maintaining updated financial documentation is critical. M-Files keeps track of every version of everything for you. See the entire history of all the content in your organization at any time.

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We’re here to help. If you have any questions about M-Files or just need more information, just let us know.

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Want to know more?

Learn how Stearns Bank, a national independent financial holding company replaced their legacy information management system with M-Files. view here

 

The Powerful Advantages of using a Document Management System