FINANCIAL SERVICES

From banking to accounting to insurance, your industry faces challenges that range from regulatory compliance to data security and availability. M-Files helps organizations comply with financial regulations while providing instant access to important documents and information.

Benefits

Find what you need instantly

Sometimes finding the right document when you need it seems impossible. Where was that file saved? Who edited it last? What was Changed? What is the Latest Version? What if it didn't matter? M-Files eliminates the chaos of traditional folders by organizing content based on what it is, so you never have to remember where it’s saved or which version is the right one.

M-Files plays well with others

Communication is the key to any relationship and your business software is no exception. M-Files talks to your other systems so you can find what you need from wherever you are. We integrate tightly with Microsoft Office, SharePoint, and existing CRM, ERP and other business systems so that every bit of information you need is in one place.

Review and approve financial agreements faster

Managing and tracking contract workflows requires a lot of time.M-Files frees up more hours in the day by automating processes like contract lifecycle management (CLM). Because M-Files knows who is responsible for every task along the way, notifications are sent automatically.

Make your business audit-proof

Failing an audit is extremely costly and risky. Keeping records of everything and maintaining updated financial documentation is critical. M-Files keeps track of every version of everything for you. See the entire history of all of the content in your organization at any time.

Case Study

MP Bank selects M-Files easy document management to integrate with their custom CRM system resulting in efficiency and productivity gains as well as effective organization and access to customer records and documentation.

REVIEW THE CASE STUDY