Banking and Finance
Close finance deals faster and impress clients with iManage Closing Folders.
Streamline your banking & finance transaction
Automate repetitive, error-prone tasks in deal closings to reduce risk and improve client service delivery with the right banking transaction management software.
Complete deals on time and stay compliant
Laws change all the time – especially if your deal expands across borders. Deal closings can be complex, and mistakes will only delay the process. By simplifying the process and reducing your risk of errors, Closing Folders makes it easier to ensure that your deals are both timely and compliant.
Meet client expectations
Give your clients a better closing experience with Closing Folders. Instead of time-consuming couriers and ink signatures, share documents and collect signatures digitally for a secure, smooth, modern closing transaction process that’s sure to impress.
Gain the competitive edge
Competition in banking and finance is fierce. Retain and attract clients by building a reputation of being cutting edge and easy to do business with during the most critical portion of any deal — closing.
Closing books
Create professional-looking closing books within minutes, not weeks, of finishing the deal.
Signature management
Collect the needed signatures securely and virtually. No pens required.
Task visibility
Know the status of every open task, signature, and revision with powerful checklist functionality.
Interested? Let's chat...
Let us show you how iManage can unlock value from your business content and communications, integrate to your standard desktop tools, enable remote work, and protect your business.
