Software Solutions - by Industry

Financial

Keeping transactions secure and customer service responsive
Financial institutions don’t have a margin for error – accuracy, auditability, data security and rapid transactions are always essential. Financial transactions often require multiple documents including correspondence, applications, authorizations and legal forms. State and federal regulations govern every aspect of a financial transaction and improving the ease of compliance is a business imperative.

Sound document management brings discipline and efficiency to fiscal administration
Document management solutions facilitate a wide range of banking and financial transactions, replacing paper signature cards, account applications, and correspondence with electronic equivalents. These solutions are ideally suited to the needs of financial institutions that offer online client services. A secure digital archive is searchable, secure and immediately accessible with comprehensive backup and disaster recovery capabilities. User-friendly workflow tools help your organization save time and money while improving customer service.

Which Products Do I Need?

• Westbrook Fortis or Fortis SE
  Westbrook Fortis Web
  Westbrook Fortis Inflo
  Westbrook Fortis MergeIt
  Westbrook Fortis SignIt