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Financial Services

Financial service organizations of all types and sizes face intense economic, regulatory and competitive pressures. Organizations must find efficient ways to satisfy these requirements while keeping costs to a minimum.

Treeno Electronic Document Management (EDM) assists organizations with a variety of compliance initiatives including:

  • Security Exchange Commission (SEC)
  • Financial Industry Regulatory Authority (FINRA)
  • Sarbanes Oxley Act of 2002 (SOX)
  • Health Insurance Portability and Accountability Act (HIPAA)

To maintain a competitive advantage, organizations must deliver high quality customer service while lowering operational costs. The typical office handles tens of thousands of documents and images each year requiring the allocation of physical space to store client applications, trade confirmations, wealth management documents, client financial statements, loan agreements and client correspondence. The majority of this information is handled through inefficient, manual processes with the assumption that an automated system is too costly, too disruptive to existing workflow management processes, and too difficult to use.

Treeno EDM offers an easy-to-use, yet powerful integrated document and workflow management system that enables financial providers to store, access, manage, and share critical documents across a broad range of functions, departments and locations. With Treeno EDM, your professional staff has complete control of your content.

Find Documents with One Click
Treeno EDM can be seamlessly integrated with your client management systems for
one-click filing and retrieval of documents. This allows you to decrease your processing
time and costs and enhance your customers’ experience.

Automate Repetitive Processes
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Ensure Regulatory Compliance
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“Our team evaluated a variety of document management solutions. We found that Treeno Software was the best fit for a mid-sized organization. Treeno’s customizable software provided the flexibility and customer support we needed to operate more efficiently and effectively.”

Tony Fusco
Branch Manager and Registered Principal
Fusco Financial Associates, Inc.

Annie Dove

Director of Information Technology, City of Dover