Financial Services ECM
Our Enterprise Content Management for Financial Services Solution provides a contemporary enterprise content management solution tailored for the needs of credit unions and financial services organizations.
KnowledgeTech Consulting works to solve the needs of Credit Unions and Financial Services organizations throughout Canada. The company specializes in building, integrating and supporting enterprise content management solutions across financial services.
Customers enjoy the following benefits from using our solution:
An integrated solution using Microsoft Office SharePoint Server 2007
- A solution that can be simply configured and extended to suit the changing needs of each individual customer
- An integrated content management solution that achieves cross-organizational document and process integration
- A solution that efficiently and accurately collects, manages and guides employees in their respective roles
- A system that has inherent privacy and security controls and ensures that access to and disclosure of information is explicitly controlled and not up to an individual’s discretion.
Most Financial Services companies are very document intensive organizations. Documents are largely viewed as the cost of doing business. In many organizations, silos of document management already exist in one form or another, and the natural tendency is to introduce a broader document management strategy.
The contemporary view has seen Document Management systems supplanted by Electronic Content Management solutions – which support all forms of digital content (documents, pictures, email, and voicemail) and have integrated Enterprise Business Process Management capabilities, scanning and indexing support and e-signature capture.
Rather than solving the problem using an early 1990’s “document centric” approach, our solution takes a leading edge approach to ECM.
KnowledgeTech’s Enterprise Content Management for Financial Services Solution provides the following functionality to organizations:
- Signature Capture: The ability to capture electronic signature and/or digitized copy of signature and embed into documents in a secure/locked-down fashion.
- Scanning and Indexing: Scanning of documents can occur on both MFP devices and at dedicated “high end” scan-stations within branches and head office. Indexing of documents is as automated as possible – users do not have to set key/index information if it exists on the document being scanned (done by utilizing bar codes, OCR, etc.).
- Document Management Engine: The repository of all content provides easy and efficient input/output of content and is integrated with all systems. Full records management functionality is provided. Security, audit-trail, scalability, and consistency with the full solution are all provided
- Enterprise Business Process Management (BPM) Engine: Enterprise business processes are defined, stored, and processed in this fully integrated component. Directly supports ECM “document-centric” workflow but also provides support for workflow outside of ECM.
To learn more about our Enterprise Content Management for Financial Services Solution, or our other solutions and services, contact us today. We look forward to hearing from you.
