Anita Fritz

Document and Email Management for Financial Services

Banks, insurers, financial advisors, lenders, asset managers, pension funds – indeed all Financial Services organisations need to ensure compliance in an environment where requirements are constantly changing. It is essential to be able to file and retrieve key documents such as annual accounts, trade confirmations, investment requests, invoices and client correspondence generally.

GeOne, MacroView’s Netherlands-based Partner, is running a webinar which will show MacroView solutions for document and email management that provide the compliance, productivity and flexibility that Financial Organisations need, which take advantage of the Microsoft SharePoint platform that they already have available.

  • Business-user-friendly filing of correspondence and documents, direct from familiar applications such as  Outlook, Word or Excel.
  • Intuitive, convenient searching for customer files, correspondence and documents.
  • Ensure retention of key emails and documents as records.
  • Avoid the problem of having key client emails stored in personal mailboxes.
  • Increased user acceptance of SharePoint, which in turn improves the return on your existing investment in SharePoint.

Click here to register your interest in this free webinar.