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Solutions for Financial Services

iManage empowers financial services organizations to manage high-value content more efficiently and securely while transforming their data into knowledge. 

All 4

of the Big Four Accounting firms


Banking and Financial Services customers


of Fortune 100 corporations


Corporate customers worldwide


Financial Services organizations manage regulated and confidential documents at enterprise scale. They have sophisticated requirements for saving, sharing, and securing the documents and emails at the core of their business. Traditional enterprise content platforms often cannot meet these specific requirements, particularly around the security and governance of highly regulated content. Finance organizations need powerful tools to organize, search, and protect high-value documents and ensure their employees are productive and collaborative. 
iManage is relied on by more than 500 finance, banking, and insurance organizations around the globe to manage documents and emails more efficiently, with industry-leading security and governance protections.

Maximize productivity while empowering knowledge workers to deliver their best work

Collaborate effectively and bring teams together to co-author work and share their knowledge

Protect information assets and reduce risk with comprehensive, industry-leading security and governance

Create, access, edit, and share documents from anywhere, on any device, while maintaining secure oversight and compliance

Remove data silos to transform individual knowledge into institutional knowledge that becomes best practice

Deliver a modern and intuitive user experience that engages employees and increases adoption

Video case study

Matter-centric mindset in a Microsoft environment

The things that matter to law firms also matter to us,” says Ben Polhill, Tech Project Manager, Legal IT at Barclays. The extra layer of security and governance with iManage helps the bank work safely and collaborate more freely. 

The iManage Technical Account Manager program both empowers us with in-house knowledge and expertise and gives us access to dedicated experts for ongoing support.

Maggie McVeigh

Product Owner for Legal Knowledge Management, Liberty Mutual

We selected iManage because it provided capabilities our attorneys were looking for, and when we looked at some of the adoption issues we were having, we believed the better user experience would drive adoption.

Anthony Curzio

Business Systems Consultant, MassMutual Financial Group

We realized we had been spending 14 percent of our time just filing and looking for things — 2,400 personnel hours a month. With iManage, we reduced that by 75 percent.

Colin Gin

Asst. General Counsel, Asian Development Bank

The move to iManage Work 10 has paid off for us more than three times over. Higher productivity makes us more competitive and increases our revenue growth — which we’ve seen.

Mike Peters

ECM & Information Management Manager, RSM Australia

iManage gives us so much robust functionality. It’s a real benefit being able to focus a particular feature set to help a particular team be more productive.

Brien Bergner

Manager, Legal Operations, Gilead

The Knowledge Work Maturity ModelTM

An industry-first research study to understand knowledge work maturity and the strategies it takes to unlock better business outcomes. This independent study by Metia provides decision-makers, leaders, owners, partners, or investors in a knowledge work organization with a clear set of priorities to build future value.

The State of Legal Operations and Technology Trends 2023

Corporate Counsel Business Journal (CCBJ) and iManage surveyed legal ops professionals across a range of companies to gain a holistic view of workplace business priorities, challenges, and technology solutions. Read this piece to learn more about the current state of legal operations best practices.

Legal Operations: Pathways to Proving Business Value

Evolving beyond risk management and cost efficiencies, legal ops is helping legal departments better align themselves with core business objectives. Read this iManage ebook to learn how leading corporate legal departments are redefining the business case for legal operations.

Forrester Research: The Total Economic Impact of iManage

To find out how successful organizations are Making Knowledge Work™, iManage commissioned Forrester Consulting, who interviewed several global corporations to learn how they use iManage and where it delivers value. See the actual ROI enterprise corporate customers realize with iManage.


Can’t find the answer to your question? Book a call with our team for a personalized demo or consultation.

Yes. The iManage cloud platform leverages operational services and infrastructure built on Microsoft Azure and incorporates major elements of cloud-native architecture. This includes microservices, containerization, and automation capabilities that drive improved performance, security, and agility across the platform.  

Yes, the iManage Mobility app lets knowledge workers securely access documents directly from their smartphones. You can pick up your work in progress directly from iManage Work, and search, edit, and share content while you are on the go.  

Anyone who works with a high volume of documents can benefit from the iManage platform, particularly knowledge workers in highly regulated or security-conscious industries like banking, finance, accounting, or healthcare. 

iManage offers comprehensive industry-leading security protections for all content saved in our cloud platform. We are trusted by some of the world’s most security-conscious organizations to protect their high-value confidential content.  

Yes, iManage Work includes the industry-leading email management solution, with seamless integration into Microsoft Outlook and powerful tools to improve how email content is saved and secured across your organization. 

Making Knowledge Work

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Ready to see how iManage can make a difference to your organization?