Financial Data Management Solutions

The financial industry has unique challenges that many other industries don’t have to worry about. The SEC audits brokerage organizations annually to ensure compliance with regulations, and if compliance isn’t being adhered to, steep fines are the costly result. All financial institutions are highly concerned with compliance and security. And, just like any other organization in any industry, financial institutions struggle with workflow, data storage and management, and process optimization. 

Let DocuLynx Help Your Financial Organization Remain Compliant, Secure, and Efficient

Security of PII data is of utmost concern for financial organizations as is compliance. DocuLynx helps broker organizations make sure the communication between customers and brokers is stored in a SEC approved WORM (write once, read many) format. Financial institutions hold a lot of information that must be kept secure, but also accessible. And often, financial institutions have private information stored in places that are not secure and that they may not even be aware of. With all of the latest data breaches, security is at the top of mind for all organizations, big and small. 

DocuLynx Can Help You To Securely Manage Your Data

  • Store data and financial documents in compliant, audit-proof archives
  • Protect data behind a firewall, stopping access to sensitive information even if organizational email servers are breached
  • Improve efficiency with workflow automation

Workflow Automation for Today’s Dynamic Workplace

Financial organizations struggle with ensuring efficient process optimization. But DocuLynx’s workflow automation can help speed up invoice approval, employee payroll completion, and even new hire applications and documents.

Contact DocuLynx today to see how your financial institution can be more secure, compliant and efficient.