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