Document Management Solutions for the Financial Industry

Find Loan Documents, Contracts and Mortgage Files Instantly
Reduce Paper, Storage Costs, & Filing Cabinets
Provide Faster Services & Increase Efficiency

IMAGINE BEING ABLE TO INSTANTLY FIND AND SECURELY RETRIEVE ANY DOCUMENT INCLUDING MORTGAGE FILES, SIGNATURE CARDS, WORD, EXCEL, PDF AND OTHER FILES NO MATTER WHERE THEY MIGHT BE STORED.

The Paper Chase

Financial institutions generate a lot of paper and electronic files during the course of a typical business day. This includes mortgage and loan applications, legal contracts, investment documents, Signature Cards, Cheques, Customer Statements, AP/AR documents, and many other files. If all this information is not efficiently organized, it will slow customer service requests, increase costs and affect the bottom line.

Storage space can also become an issue. More paper means more and more filing cabinets. Older files are filed in boxes and stored in basements or storage warehouse. This not only adds significant expenses to the bank, but makes it harder and slower to find and retrieve documents. Lost documents not only impact billing cycles and response times, but in some cases incur fines by government auditors.

The Solution

Enara will install a solution based on world-class product and configure it to the exact needs of your institution.

The solution provides a user friendly and easy to use system that can manage ALL types of information securely & efficiently. It makes information available instantly to multiple users in many locations.

Ask us how our solution has benefited institutions like Altamira Financial Services (Canada), Dresdner Bank (USA), Homegold (USA) and others.

Benefits

• Instant access to any document in any format.
• Access from anywhere using a web browser. (Securely)
• Information sharing among several users.
• No more lost files and associated fines.
• Reduce operating costs (Storage, Photocopying, Administration).
• Increase Productivity.
• Improve Relationship Banking.
• Reduce risk exposure by having an audit trail on each document.
• Manage document retentions.
• Assure client privacy.
• Improve document security.
• Automate backups.
• Built-in disaster recovery.

System Features

Document Imaging: Automatically scan and index loan documents, contracts, invoices, checks, photos, and other paper documents.

Document Management: Manages ALL application files on your computers including Word, Excel, PDF, Images, Audio, Video, and all others.

Search & Retrieve: Locates the document you need instantly and allows you to view, print, email or fax it. Security controls allow only authorized users to access their documents.

COLD (ERM): Manages data such as customer statements and accounting from host systems and mainframes.

Secure Storage: Information is stored in a highly secured manner which makes it impossible for anyone to tamper with the files outside of the system’s controls.

Encryption and Digital Signatures further enhance document security and ensure that only the right person can view or edit a document.

Revision Management: Any change on any document results in a revision being made. The system records who made the change and when it occurred. This has strong legal and document integrity benefits, and also allows you to restore previous revisions if needed.

Internet Access: Allows authorized users to search for and retrieve documents using any computer with an Internet browser.

Download: Financial Industry Brochure (PDF)