SharePortals for Financial Services

Harness the power of Microsoft 365 to improve document and process management in the Financial Services industry

SharePortals for Financial Services will let you manage many types of client documents in a secure and compliant manner.

You can capture documents and automatically route them to the correct contact or case.

SharePortals Workflow and Stage Management features will enable you create your own client document on-boarding processes to meet internal process requirements.

And if required you can use digital signatures.

SharePortals for Financial Services will help you meet current legal KYC (know your customer) and other compliance and auditing requirements

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We store all your information in your own Microsoft 365 Tenant

Harness the Power of Microsoft 365

With all your information stored in your own Microsoft 365 Tenant you retain full control over your information and documents.

You benefit from Microsofts Records Management capabilities to manage all records in compliant way.

Services included with Microsoft Purview will allow you to effectively manage GDPR processes.

Use Microsoft Power Platform services to create powerful extensions using cloud automation flows, AI document services and much more.

Microsoft Power BI lets you create insightful reports and dashboards that bring your data to life.

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SharePortals for Financial Services

Harness the power of Microsoft 365 to improve document and process management in the Financial Services industry

We store all your information in your own Microsoft 365 Tenant

Harness the Power of Microsoft 365

Get started with SharePortals