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GRM Document Management - 888-907-9687
Financial Software for finance and banking organizations
financial software
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Document Management Systems and
Software for Financial Industry

Financial Software with an integrated Electronic Document Management System and workflow management is critical for organizations that must process an enormous number of transactions every day. These transactions subsequently result in a similarly enormous cache of digital and paper records. The smooth progression of certain financial procedures depends on the quick accessibility of new information, which is difficult when information is being produced in a variety of formats and being stored in different places. With a never-ending flow of processing requests, the ability to quickly access critical information is completely dependent upon use of an integrated solution comprised of financial software and enterprise content management system.
Our software for the financial industry focuses on providing secure, immediate access to crucial information while streamlining drawn-out transactional workflows. GRM financial software was built on our workflow management software. In doing so, data entry errors are virtually eliminated, financial processing is accelerated, processing inefficiencies can be quickly identified and you can ensure regulatory records compliance is being followed.
Financial Software and document management system with integrated iforms technology

Financial Software and
CMS built for Efficiencies

Processes and procedures designed to keep your office functioning at an optimal level may not be executed efficiently or followed, at all. With our intelligent form technology, our integrated financial software and CMS system can speed up document-intensive processing, improve the accuracy of the information being processed and streamline your workflows.


iForms technology is integrated into financial software. Vital financial information can be identified, captured and leveraged to automatically populate other similar documents without manual data entry; thereby speeding up workflows, preventing clerical errors from taking place and preventing processes from turning inefficient.


In the same vein, our decision-based routing solution can dramatically accelerate approval workflows and improve business processes by providing a structure where pending documents are sent automatically to every reviewer in an approval chain until a document is fully approved. If a document is not approved, it’s immediately routed back to a previous reviewer for further evaluation. With this financial software and workflow automation, you’ll save on operational costs and experience greater productivity.

Mobile ECM and Financial Software built for Finance and Banking Industry

Software Designed for
the Financial Industry

Documents and processes are easily accessed through our financial software, even on the go. It's a fully scalable solution for accessing documents and critical workflow tasks. With integrated iForms technology, manual data entry and document creation is expedited. Documents are accessed quickly and can be integrated within your company's workflows within seconds.


As a part of our robust enterprise content management system , we offer a secure repository and cloud storage that allows administrators and employees to easily access business data without having to gather information from different systems. Our financial software is able to work with all existing information management systems (and legacy databases) and bring together data so that it can be viewed from a single, intuitive interface for an overall mare effective records management system.

Financial Software and Document Life-Cycle Management

Financial Software
and Document LifeCycle Management

Within financial services firms, document management does not have to be difficult. Physical documentation is consistently produced in mass quantities and many of these require proper document storage for future reference. With our financial records storage services and financial software solutions, we bring a whole new level of organization and accessibility to your physical documents—allowing you to regain valuable office space and reduce the time it takes for your employees to retrieve important records.


Our modern document storage facilities and financial software make sure all physical inventory is safe and properly stored. We’re able to either retrieve your physical files and deliver them to you, or scan requested files in a legally compliant manner and send them to you via our online customer portal. We offer on-demand document scanning and imaging services and paper-to-digital conversion to integrate documents right into your financial software. We can develop retention programs that abide by financial regulations for destruction and purge your physical records once they've reached the end of their lifecycle. From beginning to end, we provide a comprehensive document management solution.

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