Financial Services

Secure document management for commercial banking and financial services.

Reduce manual processes around sensitive data

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.

Success, no matter the sector

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.

Fund and asset management

Streamline research, collaboration, and deals

With fund managers needing innovative ways to reduce costs and meet customer expectations, streamlining processes while facilitating client communication has become 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 reducing 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.

Insurance brokers

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.

Commercial banking

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 latestand most accurate information.

  • Automate archiving
    Manage and retain all client related work product in accordance with proper policiesautomatically.

Forrester TEI study

Forrester Consulting conducted a Total Economic Impact™ (TEI) study that reveals a three-year 378% return on investment with iManage​.

Our products help your financial services organization:

Work productively

Business content and communications management tailored to how you want to work and collaborate.

Work smarter

Get more value from business content and communications with the added power of artificial intelligence.

Work securely

Your business runs on uncovering and activating high-value knowledge. Make sure you do it securely.

Let us show you how

Request a demo to let us show you how iManage can help you create a secure central place for collaboration so you can activate your knowledge with confidence.