Paper applications, agreements, disclosures and other documents cost financial institutions greatly in time, resources, audits, and poor customer experiences due to inefficient onboarding. They also misalign with most firms’ corporate sustainability standards.

Highlights

• Machine Learning: Text and Data extraction capabilities allow your firm to accelerate client onboarding and other processes with one central, secure document repository s . With AI it can “auto file” your documents to assure error free organization.
• Native Salesforce app. This allows for flexible use across standard and custom objects, and usable across any SF license type. no longer have to maintain multiple sets of user entitlements or move between applications to work with your firm’s documents.
• Compliance and Audit Ready: Meets FINRA, SEC and CFTC retention guidelines with builtin OFAC check. Expedite your audits by quickly producing documents and records on demand, and eliminates the need to search for documents on a separate storage system.