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Banking Document Management Software and Secure Client Portal

Control, secure, and store your files with banking document management software from Virtual Cabinet - helping you streamline your workflows. Find out more.

How Virtual Cabinet Banking Document Management Software Can Help Your Firm:

Looking to control your document management in banking? Virtual Cabinet optimises your information workflows, streamlining your business processes with detailed reporting to help you identify bottlenecks. Administration is significantly reduced, so your team can focus on adding value.

Our integrated secure Client Portal software allows you to securely share information with your clients, and track whether your documents have been viewed or actioned – making document management in banking a whole lot easier.

If you're looking for secure and user-friendly banking document management software then choose Virtual Cabinet. We've helped thousands of businesses like yours deliver results, and get an instant return on investment, both in time and money. Find out more about our document management software for banks below.

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Automate Document Workflows

Document management in banking made easy. From instant creation of associated documents (e.g. cover letters and stored templates), to job finalisation via team workflow automation.

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Email Capture and Filing

Your whole team can see client conversations and documents from one central place. Worried about security? With banking-friendly document management, you can set user permissions to suit your needs.

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Intrays and Document Distribution

Assign work to individual staff members as it enters the business, all in one place. Say goodbye to chaotic, internal email and document circulation.

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Productivity Reports

Report on how many tasks and unfiled documents each team member has, to help manage capacity and productivity. Identify bottlenecks and optimise workflows.

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Visibility on the Client's End

Easily see any outstanding tasks sent by clients, and monitor if they have opened or actioned documents you've sent in return.

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Optical Character Recognition

Find documents using the text within them, rather than having to know the exact file name or location. No more wasting time looking for lost files.

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Standardise Filing

Organise all your information - from client documents to internal records - in one simple, standardised format. Waste no more time on arduous admin, let VC file for you.

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CRM Software Integration

Our document management software for banks can integrate with leading CRM bank management systems. Reduce administration for setting up new clients, and avoid confusing data duplication.

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Privacy and Compliance

The UK, AUS, USA, and NZ enforce strict privacy and data protection legislations, such as GDPR. Keep data compliant and secure your sensitive documentation with Virtual Cabinet.