Financial Document Management Software Solutions

Financial Document Software Capable of Serving the Entire Enterprise

GRM’s document management solutions for Finance and Banking serve a broad cross section of the industry in terms of types of institutions served (banks, credit unions, loan associations, etc.). as well as a range of departments and functions at these small and mid-size organizations.

FINANCIAL DOCUMENT SOLUTIONS ACROSS DEPARTMENTS

Whether driving delivery of a critical consumer banking product or managing a back-office function, GRM solutions play a central role in eliminating paper, improving operations across departments and tying important data together from disparate departments. Our solutions serve:

Financial documentation processing solutions
Landing Departments

Lending Departments

Whether Commercial, Corporate, SBA, Consumer or Specialty, our solutions easily integrate with and accommodate unique departmental implementations. Our Loan Lifecycle Document Management solution is a perfect example.

Our Loan Lifecycle Document Management solution is a perfect example.

Loan and Credit Operations

Loan & Credit Operations

The substantial demands of creating and gathering different documents from approval to funding makes Loan & Credit Operations a department that realizes dramatic organizational benefits with the implementation of a central content management system. And the GRM solution dramatically simplifies the process of responding to audits.

Deposit Operations

Deposit Operations

Documenting new accounts, managing and entering deposit data and creating monthly deposit reports are all simplified with auto-indexing and report creation tools.

Treasury Operations

Treasury Operations

Organizing and maintaining a broad range of documents from regulatory documents to shipping manifests demands a consistent, standardized means of indexing and filing critical documents and data.

Human Resources

Human Resources

While HR is typically equipped with an HRIS system for managing the volumes of employee-related data, all industries suffer from their HRIS falling short of being a comprehensive, definitive source of all employee data. Easily integrating with your HRIS, the GRM platform answers the bell.

Credit Risk

Credit Risk

With the constant need to access all customer-related documents and facilitate regulator exams, audit and requests, Credit Risk benefits mightily from an organized, standardized central repository and related functions.

Compliance

Compliance

For Compliance, change is a constant, as policies and procedures are living documents that are rarely static. Effective operations within this dynamic environment mandate seamless integrations with other systems as well as the universal access and enhanced organization afforded with GRM digital document management solutions.

SEAMLESS INTEGRATION WITH FINANCIAL DOCUMENT SOFTWARE SYSTEMS

As different departments rely on a host of different information management solutions, the ability to seamlessly integrate with those systems and deliver a single collection of relevant data is central to any solution. Our platform’s architecture is well-suited to do just that. GRM technology works hand in glove with virtually any of your existing systems.

Integration with financial document systems
Core Banking Systems

Core Banking Systems

Though this is the central repository for a vast swath of a financial institution’s data, it is still not a single source of all data. Integration of the GRM platform with your core banking system can deliver that single source of data – that single source of truth.

Loan and Credit Operations

Loan & Credit Operations

The substantial demands of creating and gathering different documents from approval to funding makes Loan & Credit Operations a department that realizes dramatic organizational benefits with the implementation of a central content management system. And the GRM solution dramatically simplifies the process of responding to audits.

Our Loan Lifecycle Document Management solution is a perfect example.

Treasury Management Systems

Treasury Management Systems

Knowing that the Treasury Management System may be independent of your Core Banking System, both Treasury Management and executive management can realize significant benefits when this platform is integrated as part of a central repository of information

CRM Systems

CRM Systems

Integration with your Compliance Platforms pays dividends under a variety of scenarios including automated ingestion of employee policy attestations to be indexed and filed with other employee records.

Compliance Platforms

Compliance Platforms

Complementing your governance, risk, and compliance platform with our workflow and content management solution can expedite the rollout of policies and collection of employee attestations by leveraging seamless integration with your active directory.

HR Systems

HR Systems

While HRIS systems are the central source of employee data, they are rarely the source for all employee data. Employing the GRM solution and integrating with the HRIS can provide for a comprehensive view of employee data.

E-SIGNATURE, ELECTRONIC FORMS AND WORKFLOW AUTOMATION!

Managing a volume of documents and processes associated with the full lifecycle of a loan has always been a challenge. But, it’s become even more challenging with more people working from home. The GRM solution delivers a set of valuable tools that give you control and increased efficiency in the current work environment.

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