Optimize Document Management for Financial Services with Filer

Financial services must manage a vast array of sensitive documents, including client contracts, transaction records, and regulatory filings. The sector’s shift towards digital solutions has increased the need for stringent compliance with regulations like GDPR, SOX, and PCI DSS. Legacy systems often complicate this integration, leading to data silos and compliance risks. Filer was developed to address these challenges, offering a robust solution that ensures compliance, enhances security, and optimizes operational efficiency. 

Why Filer is Essential for Financial Institutions 

Optimize Resource Utilization  

Filer enhances your existing Microsoft 365 infrastructure, reducing redundant costs and maximizing resource efficiency. This seamless integration with SharePoint and other Microsoft tools creates a unified document management strategy tailored for the financial sector. 

Simplified Document Management  

User-friendly features and easy administration controls make deployment and ongoing management of extensive financial documents straightforward, even without extensive IT support. Filer simplifies this task significantly. 

Ensure Compliance and Security    

Filer securely stores financial documents within your Microsoft tenant, maintaining compliance with regulations like GDPR (General Data Protection Regulation), SOX (The Sarbanes Oxley Act), and PCI DSS (Payment Card Industry Data Security Standard). This ensures the integrity and confidentiality of sensitive financial information. 

Enhanced Financial Analysis  

With advanced search and organization capabilities, Filer enables financial analysts to quickly access and analyze relevant documents, supporting timely and accurate financial decision-making. Also, because of your documents are stored in SharePoint and Filer has ensured metadata is correct, the foundations are set to easily build reports and dashboards with Power BI. Giving you real-time insights at a click of a button!  

Key Features Enhancing Financial Operations

Streamlined Document Organization  

Filer’s context-driven search system replaces traditional folder structures, making it easy to locate specific financial documents like account statements and client contracts, enhancing workflow efficiency. 

Automated Document Processing  

The IDP module automates the ingestion, quality checking, and classification of financial documents, ensuring data accuracy and reducing manual errors. This process streamlines document handling. 

Effective Document Routing  

Ensuring that documents and metadata are seamlessly ingested and routed, Filer uses Power Automate, the Filer IDP module, or API integrations to guarantee proper placement and compliance. 

Comprehensive Metadata Management  

Applying metadata at the document level, Filer ensures that all documents adhere to retention and disposition policies. This enhances lifecycle management and searchability. 

Advanced Viewing and Editing  

Financial professionals can view over 70 file formats using Filer’s built-in viewer, facilitating seamless access to various document types. The integrated PDF editor allows for redaction, annotation, splitting, merging, and signing of documents directly from SharePoint. 

Robust Search Capabilities  

Combining SharePoint Online’s enterprise search with Mizorix’s OCR (Optical Character Recognition) software allows financial professionals to conduct thorough searches based on metadata and document content, ensuring no vital information is missed. 

Secure Sharing with Digital Briefcase  

Filer’s Digital Briefcase feature enables the creation of controlled document packs for audits and client communications, ensuring secure internal and external sharing. Helping you keep track of what documents have or haven’t been shared. 

Integrated Email Management  

Filer’s Outlook add-in simplifies managing email attachments and documents and ensures consistent classification and routing. 

Document Management for Financial Services

Filer sets a new benchmark in financial document management by delivering a solution tailored to the finance sector’s stringent needs. Its intelligent document processing and advanced search capabilities ensure precise and efficient handling of sensitive financial documents. By leveraging your existing Microsoft 365 investment, Filer maximizes resource use while ensuring compliance with regulatory standards.  

Don’t compromise on security or efficiency. Transform your financial document management with Filer. Contact us today for a personalized demo and discover how our solution can drive your financial operations forward.