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Banking

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Banking is the most reputable, long-standing and important of all financial institutions.

Corporate Banking is the area of finance dealing with monetary decisions that business enterprises make.

Due to the prestige and power attached to banking sector, it is very important for banks to provide quality services and products that are not only profitable for them but also for their customers.

Document Management Software does much more than manage documents. This software can help various banking processes by streamlining various activities and documents, thereby improving efficiency and allowing banks to offer better solutions and services.

Our flexible software, can be incorporated in banking and investment firms of all sizes and types.

Incredibly Flexible Document Management Software

Poladoc is the perfect Document Management Software for banking and investment sector because of its incredibly flexible features that can suit big as well as small banks and investment firms.

Poladoc can help banks and other financial institutions to meet some financial and technological challenges head on. From reducing costs of paper by integrating scanning and saving time by organizing data structure, Poladoc is an invaluable tool for these institutions.

Some features that will be especially useful for banks and other financial institutions are:

Scanning tools

Scanning tools and add-ons such as OCR, real-time image viewing, predefining different types of scan criteria suitable for different jobs, PDF, flexible document separation and image quality improver make scanning with Poladoc a breeze.

Metadata and Tagging

You can get set document profiles, associate index values and tags and create profile templates for all your paper and electronic documents. This means you can find and retrieve all your documents within no time at all.

Audit trail

Audit trail allows you to keep a watch on all activities pertaining to documents taking place in your repository. From the time, a document is created through to modification, deletion or exporting, you can find out what exactly is being done with your documents.

Other Benefits:

  • Manage documents and streamline processes
  • Retain unlimited versions of documents with version control
  • Backup and restore facilities help preserve crucial data
  • Improve efficiency of employees with smarter collaboration

For more information about our document management services, contact us today.