Solutions for Finance Services

Financial Services deal with huge volumes of sensitive data and documents every day, it is essential you have the right technology in place to support you.

  • Microsoft 365 Consultancy
  • Document Management
  • Process Automation
  • Bespoke Applications

The Challenges We Solve

Every financial service has specific needs, but we have noticed a trend and solved the challenges below for various organizations.

  • Fragmented and outdated systems
    Multiple legacy systems for various operations lead to fragmented data that is difficult to integrate.
  • Frustrations with duplicate data
    Adherence to strict retention policies whilst managing multiple document versions across different systems, causing errors and miscommunication.
  • Data Security and Privacy
    The struggle to maintain highly sensitive information whilst protecting against data breaches, cyberattacks and unauthorized access across disparate systems.
  • Complex Compliance
    Difficulties in producing detailed audit trails and accessing documents can make complying with the financial industry’s already complex regulations even more challenging.

 

Benefits

Cloud-based access

Access critical information anytime, anywhere, on any device.

Direct cost savings

Eradicate operational inefficiencies, storage and transport costs.

Industry compliance

Demonstrate adherence to the standards set by regulatory bodies.

Employee satisfaction

Empower your workforce with the latest tools and technologies.

The Solution

With decades of experience delivering document management and automation solutions, Encodian has developed a strategy that enables Financial Services to combine the strong core foundations of Microsoft 365 (80%) with lighter-weight add-on solutions that deliver key missing functionality, enrich user experience and ensure compliance with industry standards (20%).

Don’t start from scratch and play twice for duplicate systems

  • Exploit your existing Microsoft licensing.
  • Consolidate document management into one central system.
  • Automate and standardise essential processes with low-code technologies.
  • Implement industry-specific functionality via add-ons.
Contact us

Healthcare Document Management Filer Screenshot

Filer's Top Features

Intelligent Document Viewer

Embedded directly into SharePoint Online, our intuitive document viewer caters to clinical and corporate documents, eliminating the need to trawl through and open documents individually.  

Configurable Case Structure

Design a uniform experience across all departments that is tailored to your business context, driving time efficiencies and standardisation across your organisation.

In-Context Launch

Create seamless links and workflows across your existing systems, removing the need for users to explore or save twice across multiple systems. 

Digital Briefcase

Create and manage digital briefcases to streamline document sharing internally or externally for scenarios such as document transmittal, subject access requests and audits.

PDF Editor

Edit, annotate, redact and sign PDFs directly from SharePoint to avoid the pain of downloading and reuploading documents from PDF editors.  

Records Management

Automate the retention policies for document types to ensure compliance with GDPR and the management of your storage costs.  

Microsoft Integration

Seamless integration with Outlook, Teams and Power Automate to ensure simplified and automated workflows across all departments.  

Audit & Reporting

Our advanced audit engine captures all user and administrative actions enabling advanced reporting. Ensuring you can monitor and manage access to sensitive information.  

Ready to solve your document management problems?

Get in touch to discuss your requirements and challenges.

Resources for Financial Services

Read our blogs, whitepapers, ebooks and case studies from the Finance Industry.

Read Resources