Financial Services

Global Content Management Made Easy for Financial Services Organizations

Financial services organizations around the world are increasing productivity, simplifying regulatory compliance preparation and improving customer service quality with TreenoGCM™.

View Financial Services Solution Overview (143K - PDF)

A typical office in the financial sector processes hundreds of physical documents each day including promissory notes, loan agreements, trade confirmations, wealth management documents, and client financial statements. Plus, to stay in compliance with SEC and NASD regulations, financial transaction records must remain secure and accessible for several years placing tremendous strain on office staff members who are responsible for filing, storing, and retrieving these huge volumes of paper documents. The majority of this information is handled and stored through inefficient, manual processes due to the notion that an automated system is too costly, too disruptive to existing business processes, and too difficult to use.

Securities brokers, financial planners and other financial services organizations need an easy-to-use yet powerful system that enables them to access, manage, and share critical documents across a broad range of functions, departments and locations. It's more than a competitive advantage — it's a mandate for survival.

Financial services organizations rely on TreenoGCM to:

  • Ensure regulatory compliance (i.e., GLB and Sarbanes-Oxley).
  • Secure and protect sensitive information and customer confidentiality.
  • Improve internal productivity and strengthen member service.
  • Reduce operating costs (storage, retrieval, photocopying, and administration).
  • Streamline integration with existing management system(s).
  • Exchange data rapidly with all departments.
  • Enable productivity tracking and accountability, ensuring turnaround requirements are always met.
  • Simplify enterprise wide access to critical documents.
  • Reduce demand for physical storage space.

For Further Information

To learn more about how Treeno can help you increase operational efficiency, automate business processes, simplify regulatory compliance preparation and improve customer responsiveness, call Toll Free 1-800-528-5005 - Email: sales@treenosoftware.com.