Document Sharing & Management
Streamline the management and sharing of financial documents.
Digitize Your Documents
Managing and storing documents is key to improving a financial services organization’s operations and competitiveness. OwlFinancial’s document management system is designed to help organizations automate redundant processes, ensure security, and solve common office problems. It further streamlines the processes by organizing and connecting documents, allowing quick access and secure distribution to multiple users and devices.
- Collect and store documents, manage them securely, and grant access instantly based on permissions.
- It helps financial organizations manage different types of documents, achieve operational efficiency, and ensure compliance with regulatory requirements.
- Maintain financial records in a way that is both secure and accessible to your employees for their day-to-day activities.
- Electronic document management also helps in decreasing paperwork hours and eliminate paper inefficiencies.