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GRM Document Management - 866.947.6932
GRM Financial
financial
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Document Management System
for Financial Industry

Electronic Document Management Systems for financial service organizations 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 enterprise content management system.
Our document management system for the financial industry focuses on providing secure, immediate access to crucial information while automating and streamlining drawn-out transactional workflows. 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 Document Management System

Document Management System
built for Financial Systems

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 Financial Document Management System can speed up document-intensive processing, improve the accuracy of the information being processed and streamline your workflows.


iForms technology is integrated into our financial document management system, Vital financial information can be identified, captured and leveraged to automatically populate other similar documents without manual involvement; 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 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 workflow automation in place, you’ll save on operational costs and experience greater productivity.

Mobile ECM built for Financial Industry

ECM
Designed for the Financial Industry

Documents and process are easily accessed through an ECM - Enterprise Content Management System. Our ECM for Financial Services Firms is a dual document management system and workflow automation software. This means that critical documents are accessed quickly and they can be integrated within your company's workflows within seconds.


As a part of our robust enterprise content management system , we offer a secure, cloud-based storage that allows administrators and employees to easily access business data without having to gather information from different systems. Our digital repository 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 LifeCycle Management

Financial Software
and Document LifeCycle Management

Within financial services firms, document management is difficult. Physical documentation is consistently produced in mass quantities and many of these require proper document storage for future reference. With our financial records management 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 facilities and financial document management software - PrecisionPlus tracking system - we 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. Aside from fulfilling Scan-On-Request orders, our scanning services are scalable from small imaging projects to larger, digital conversion needs. 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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