Financial Services

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Financial Services

Document Management for Financial Services

The inaccuracies and costs associated with manually sorting and reviewing documents can be burdensome for any financial institution. Automated document management software designed for fund managers and financial services professionals reduces costs and increases customer satisfaction by streamlining burdensome manual processes. Using iManage AI and document management solutions you can facilitate client communications and leverage knowledge spread throughout the enterprise. Find out why iManage is the perfect document management solution for fund managers and commercial bankers to review LIBOR documents, manage sensitive data and solve complex problems using AI technology.

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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. Using iManage document management solutions, 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.

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.

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.

Explore iManage document management solutions for commercial banking and fund managers that can help your firm work more productively, work smarter and work safer.

Work More

  • iManage Work 10

    Secure document and email management

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  • iManage Share

    Secure governed file sharing and collaboration

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  • iManage RAVN Insight

    Advanced enterprise search and expertise identification

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  • iManage RAVN Extract

    Automatically read, interpret, and extract key information from documents

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  • iManage Business Intake Manager

    Automated, comprehensive business intake software

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  • iManage Conflicts Manager

    Conflicts of Interest Software Built for Faster Analysis

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  • iManage Security Policy Manager

    Manage global security policies at scale

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  • iManage Threat Manager

    24/7 continuous protection of sensitive data from internal and external threats

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  • iManage Records Manager

    Manage physical and electronic assets for retention and governance.

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iManage AI Solutions for Financial Service Firms

iManage solutions use the iManage AI platform to review LIBOR documents, organize M & A contracts and solve other real-world problems within accounting firms. These solutions, called robots, automate routine tasks and provide powerful information about your content, increase productivity and get more out of your data. iManage robots for accounting firms include:

  • iManage M & A Contracts Due Diligence Robot

    Automatically organize, analyze and extract key data from loan portfolios and other M & A documents

  • iManage ISDA MA, CSA Robot

    Simple and efficient automated review for repapering ISDAs

A few of our Financial Customers

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“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
  • Webinar April 2018

    On demand webinar: Discover Digital Transformation Leadership Strategies

    Learn about the needs and examples for professional services firms.

    Watch Webinar
  • Datasheet

    Work Product Management for financial services

    Learn how iManage Work helps financial services professionals improve productivity and securely share files.

    Download Datasheet
  • Webinar August 2016

    On demand webinar: Moving to the Cloud - A Professional's Guide

    Learn steps to migrate as well as a readiness checklist, and real-world scenarios

    Watch Webinar
  • Webinar May 2016

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

    Learn the different types of attacks and 5 key steps you can take to minimize damage.

    Watch Webinar
  • Webinar March 2016

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

    Learn options and trade-offs when considering file sharing and collaboration.

    Watch webinar
  • Whitepaper September 2016

    iManage Cloud: Modern Cloud Computing Built for Professionals

    Learn the benefits a modern cloud can offer for work product management.

    Download Whitepaper
  • Video

    ConnectLive 2016: PMV Improves Operations and Outside Counsel Collaboration

    Learn how the organization uses Work and Share to gain powerful search and email management.

    Watch video
  • Video

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

    Learn about cloud benefits, including success stories.

    Watch video
  • Case Study May 2016

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

    Learn how its employees can easily share documents easily and collaborate across locations around the world.

    Download Case Study