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ECM and Financial Services

You are under constant pressure from the growing number of compliance initiatives that are directed toward banks, lenders, credit unions, brokerages, and other financial service institutions. At the same time, you strive to improve accuracy, efficiency, security, and service to customers and members. DocFinity can help ease the pressure and help you reach your company goals:

• Automates routine procedures, including loan processing, approval notices, and account creation to expedite turnaround, reduce errors, and provide constituents with stellar service.


• Integrates with legacy applications such as an existing loan origination, banking, or brokerage application to eliminate redundancies and make information more accessible.


• Offers you the ability to provide customers and members with Web-based self-service options.


• Protects sensitive information and demonstrates accountability with audit trails.


• Simplifies regulatory audits with immediate access to information.

Make the most of the applications you already own and manage your information more efficiently. Whether you store and process checks, customer account statements, ID verifications, loan applications, or have human resources or other administrative challenges, DocFinity can help you increase your processing abilities without adding additional staff. Contact us to learn more.