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Is Your Data Compliant Under SEC Rule 17?

Learn how you can digitize, manage, store, and route data while maintaining compliance.
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How Will Your Banking Organization Stay Ahead of Emerging Technologies?

Boost the success of your organization by minimizing downtime, while maintaining strict security standards while saving money.
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How Much Time Would Your Organization Save if You Could Eliminate Manual Tasks?

Use ECM to digitize, manage, store, and route all your mortgage, lease, and administrative documents to improve productivity while securely protecting sensitive information and saving you money on operational expenses.
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How Can Intelligent Automation Help You Achieve Your Financial Goals?

ECM utilizes the latest technologies in order to digitize, manage, store, and route your customers’ data while maintaining compliance, increasing security, and saving money. Read this industry brief to learn more!
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Shortened Sales Cycles Allowed Imagetek to Grow Business

Imagetek was able to shorten sales cycles as well as expand their customer base and increase their recurring revenue with the Digitech Systems product suite.
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How Does ImageSilo® Enable Compliance For Financial Organizations?

Through automating processes Eppy Financial Group reduced audit preparation times and ensures compliance.
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Changing investor habits have increased interaction with brokers and dealers resulting in more records than ever before. Each has to be maintained in a records archive and made accessible based on regulations issued by the Financial Industry Regulatory Authority (FINRA). Find out how Cloud ECM has helped Eppy Financial Group streamline efficiency, improve control of client records, and save money.