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 banking document management software then consider 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.

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.

Email Capture and Filing

Your whole team can see client conversations and documents, not just one-to-one emails – streamlining the handover process. Worried about security? With banking document management, there are many levels of automation to suit your needs.

Intray’s and Document Distribution

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

Productivity Reports

Report on how many tasks and unfiled documents each of your team members has, to help manage capacity and productivity. Find bottlenecks and improve workflows.

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.

Optical Character Recognition

Find documents using the text within them, rather than having to know the exact file name or location – so you don’t waste time looking for lost files.

Standardise Filing

Organise all your information - from client documents to internal records - in one simple, standardised format.

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 data duplication.

Privacy and Compliance

The UK, AUS, USA and NZ have strict privacy and data protection legislations in force, such as GDPR. We help you stay compliant. Secure your bank management system project documentation with Virtual Cabinet.

Document Management Software for Banks and 45,000 Other Customers

Kreston Reeves, chartered accountants and financial advisers, selects Virtual Cabinet as their document management system - company logo
Gibson Booth, business services and insolvency, boosts secure communication with Virtual Cabinet Portal
Alan Boswell, insurance brokers use Virtual Cabinet document management system
7IM - Seven investment management choose Virtual Cabinet document management
Lovewell Blake, Accountants and financial advice firm, select Virtual Cabinet Document Management Software -company logo
Belvoir, property management and estate agents use Virtual Cabinet document management solution
Boolers, wealth managers, select Virtual Cabinet document management solution
Candor slashes turnaround time with e-signatures on client tax returns with Virtual Cabinet.
PBS, P.B.Syddall & CO, choose Virtual Cabinet document management solution.
Atkins Thomson, top ranking law firm, choose Virtual Cabinet as their document management solution.
Ducan & Toplis, chartered accountants choose Virtual Cabinet document management system
Richard J Smith automates email filing with Virtual Cabinet