Financial Services

Request A Demo

Financial Services

Manage crucial financial information with ease.

Reduce costs and increase customer satisfaction by streamlining burdensome manual processes. Facilitate client communications and leverage knowledge spread throughout the enterprise. Find out why iManage is the perfect fit for the financial services industry.

Request A Demo
Fund, asset management Insurance brokerages Commercial banking

Streamline research, collaboration and deals

Fund managers need innovative ways to reduce costs and meet customer expectations in the face of rapidly fluctuating markets. Streamlining processes while facilitating client communication becomes more important than ever. Fund and asset management professionals can:

Improve productivity
Electronic workspaces integrate email documents and more in a single integrated view.
Improve client service
Share and collaborate securely and easily. Be more responsive from mobile devices.
Move from paper to digital
Improve quality, while reduce costs and carbon footprint.
Gain new insights
Comprehensive search and knowledge management.
Improve governance and security
Secure and manage all electronic and physical files in accordance with policy.

Download Work Product Management for Financial Services Datasheet

A single view into all client activity for better service

Today’s insurance business is more mobile than ever before, presenting both challenges and opportunities for firms and brokers alike. Here’s how iManage Work Product Management can help streamline your process.

A Single View
Manage emails, documents and other work product in unified folders by client and policy or claim
Find Proposals and Policies
A single search across all emails documents and associated work product keeps professionals productive with access to all relevant information
End-to-End Integrations
Tightly integrated with forms-based applications to manage information right from the policy request, to the negotiation of terms and the final underwriting and delivery of the policy.
Seamless file sharing
Pass critical work product back and forth between external parties including wholesalers, clients and underwriters with peace of mind.
Stay connected with clients
Full-featured mobile app makes accessing your files easy on the go, so you’re never disconnected from key client information

Download Work Product Management for Financial Services Datasheet

Enable client teams to work better – and smarter – together

With increased competitive pressure and client demands, commercial banks are looking
for ways to reduce costs and increase customer satisfaction. iManage helps commercial banking professionals:

Manage Complex Client Relationships
The single unified client folder stores all emails, proposals contracts, and research.
Develop Better Proposals, Faster
Find and reuse best practice information with robust search.
Collaborate & Communicate More Easily
Share key documents and financial models with clients and external parties, securely and conveniently.
Access What’s Relevant
Search across all project or client emails documents and associated work product so you always have access to the latest-and most accurate information.
Automate Archiving
Manage and retain all client related work product in accordance with proper policies – automatically.

Download Work Product Management for Financial Services Datasheet

iManage Work Product Management for Financial Services Firms

iManage provides an integrated solution to managing engagement files from inception until information is disposed of in accordance with policy.

iManage Work
Secure document and email management
iManage Share
Secure governed file sharing and collaboration
iManage Insight
Enterprise content search and analysis
iManage Govern
Security Policy Management, Threat Detection, Records, Archive and Electronic Communications Management

A few of our Financial Customers

See More Customers

“One of the main benefits of iManage Work is that we can provide a single global database with standardized practices for securely storing, maintaining, and retrieving documents. This increases both the availability and security of our documents, and simplifies audits by making it possible to access documents within all our offices from a single location. Our underwriting professionals especially appreciate the ability to work intuitively through their accustomed Outlook interface.”

–Bjorn Helander, Deputy CIO, Sirius International Insurance Corp

Additional Resources

View the Resource Center
  • Datasheet

    Work Product Management for financial services

    Download Datasheet
  • Webinar

    Moving to the Cloud - A Professional's Guide

    Watch Webinar
  • Webinar

    Information Governance for Professional Services: Reducing Your Exposure to Cyber Attacks

    Watch Webinar
  • Webinar

    Solving the Filesharing Conundrum: What is the Path Forward for Professional Service Firms?

    Watch webinar
  • Whitepaper

    iManage Cloud: Modern Cloud Computing Built for Professionals

    Download Whitepaper
  • Video

    ConnectLive 2016: PMV Improves Operations and Outside Counsel Collaboration

    Watch video
  • Video

    ConnectLive 2016: What's the Right Cloud for Professional Services?

    Watch video
  • Case Study

    Sirius International Uses iManage Work to Enable Global Collaboration Between Business Units

    Download Case Study

Meet iManage Work Product Management

Start with iManage Work for Document and Email Management.


Access it all on-premises, in the iManage cloud or both.