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.
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.
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.
Assign work to individual staff members as it enters the business, all in one place. Say goodbye to chaotic email document circulation.
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.
Easily see any outstanding tasks sent by clients, and monitor if they have opened or actioned documents you've sent in return.
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.
Organise all your information - from client documents to internal records - in one simple, standardised format.
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.
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.
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