Financial Services
For financial services brokers, the number of paper forms is outnumbered only by
the rules and regulations you must adhere to. Subsequently, the way you store your
paper files is essential to meeting audit guidelines and avoiding penalties for
non-compliance.
Financial professionals nationwide have turned to eBridge for an affordable solution
to their growing compliance concerns and secure file storage requirements. As an
affordable, trusted provider for financial firms both big and small, eBridge
offers a hosted document management system that can work for you regardless of your
size or specialty.
eBridge can help you manage your business and client information better by:
- Saving customer information in a central, secure online location
- Capturing and recording images of all payments received
- Organizing documents using easily searchable index values or keywords
- E-mailing copies of original documents with just a few keystrokes
- Eliminating storage space or costly off-site storage facilities
- Integrating document management with other software for increased productivity
- Providing audit reporting to maintain compliance with regulations and privacy guidelines
- Protecting your business against catastrophic events by securing all your records
All this without IT staff or the need to buy and maintain costly servers or storage
on site.
Find out how easy it is to put eBridge to work for you.
Read one of our financial services case studies.