Secure document management for commercial banking and 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 you can facilitate client communications and leverage knowledge spread throughout the enterprise. Find out why iManage is the perfect document management solution for professionals including fund managers and commercial bankers to review LIBOR documents, manage sensitive data and solve complex problems using AI technology.
With increased competitive pressure and client demands, commercial banks are looking for ways to reduce costs and increase customer satisfaction.
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.
Manage and retain all client related work product in accordance with proper policies—automatically.