Financial Services

Professionals in financial services organizations often deliver complex documents to their clients and other stakeholders. The creation and management of these documents is typically a manual and time-consuming process. By having an Intelligent Content architecture, financial services organizations can:

  • Streamline and automate document-centric business processes

  • Connect documents to organizational and external databases and applications

  • Deliver consistent, high-quality documents based on accurate and current information

  • Assure compliance with regulations, directives and business rules

Our experience with financial services organizations includes working with:

  • Large real estate investment trusts (REITs)

  • Global financial services companies

We have developed Intelligent Content architectures for:

  • Complex buy-side and sell-side contracts

  • Complex financial and legal correspondence

Read our case study for financial services organizations:

  • Contract management for compliance and conformance (HTML, PDF)

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