DOCUMENT MANAGEMENT SYSTEM FOR
Banking Industry

Digitise your banking document operations and improve the efficiency and productivity of your branch through document workflow automation. EisenVault document management software reduces the time spent on a bank's documentation processes; it is designed to streamline storing, organising and accessing customer information, financial records, employee information and much more. In addition, EisenVault Banking EDMS software ensures quality and improves customer satisfaction by enforcing all compliances. Eliminate unnecessary hassles and ensure your operations remain compliant with EisenVault - the leading financial document management software for bankers. Provide strong data protection with security features such as version control and security protocol enforcement.

Need For Banking Document Management
System Software

Banking firms require a huge amount of documents for their business operations, including a wide range of sensitive documents such as customer information, loan applications, financial reports, and legal contracts. However, manually managing and organising these documents can be time-consuming, costly, prone to human errors, and pose a security risk. Failure to manage banking documents can lead to compliance issues, legal liabilities, and damage to the firm's reputation. A dedicated banking document management system lets banking firms digitally capture and store documents in a centralised pool, ensuring easy access, efficient retrieval, and enhanced security. The right document management software is a crucial tool for any banking institution. EisenVault"s Banking DMS System offers banking institutions a dedicated solution with features like access control, version control, and audit trails that help maintain compliance. Our bank document management system ensures that only authorised personnel have access to essential documents, and any changes or actions taken on the documents can be easily traced. Make information sharing seamless and streamline document-intensive processes between teams and departments within your banking organisations with EisenVault. Eliminate the need for physical storage space and access documents from anywhere at any time with cloud-based DMS software and accelerate customer service.

What are the main types of Banking Documents that DMS helps manage

Facility Letters

The facility letter outlines the terms and conditions of the loan or credit facility extended by the bank to the borrower. It includes details like loan amount, repayment schedule, interest rate and collateral required.

Facility Letters

Term Sheets

The term sheet contains vital terms & conditions of the proposed financial transaction, such as interest rates, repayment terms, collateral and other important loan or investment details.

Term Sheets

human resources document management solutions

Commercial Credit Document

With the help of a commercial credit document, financial institutions can assess the creditworthiness of the business of those applying for loans or credits. It includes loan agreements, promissory notes and other documents related to commercial lending activities.

Commercial Credit Document

Mortgage Documents

Mortgage documents include legal documents related to mortgage loans, such as mortgage agreements, promissory notes, trust deeds, mortgage loan terms & any collateral or property used as security.

Mortgage Documents

Lease Agreement

It is a legal contract containing the terms & conditions related to renting a property, such as documents related to rent, maintenance responsibilities, lease terms, and the leased property.

Lease Agreement

Instruction Sheet

An instruction sheet is a concise set of documents related to account opening, loan disbursement, fund transfer, and other banking-related activities.

Instruction Sheet

Guarantee & Security Documentation

Guarantee and security documentation refers to banking legal agreements or contracts containing the terms of a guarantee or security a lender provides to a borrower. It includes documents such as guarantee agreements and security instruments such as pledges, liens, and mortgages.

Guarantee & Security Documentation

Customer Credit Documentation

Customer credit documentation includes credit application forms, financial statements, credit reports, tax returns, bank statements, identification documents, and other relevant documents.

Customer Credit Documentation

Key Features of Cloud-Based Document Management System For the Banking Industry

By adopting a centralised, data-driven approach to manage the performance and risk of financial institutions, migrate to EisenVault. It reduces costs and losses resulting from human error, codifies best practices and complies with regulations.

Efficient indexing and tagging of documents based on metadata or keywords such as customer name, account number, date, document type and other relevant information. This makes it easy to search and retrieve important documents or files at the time of need.

Document Indexing and Metadata

Efficient indexing and tagging of documents based on....

Document Search and Retrieval

EisenVault's DMS System advanced search capabilities allow users to find and retrieve documents using keywords, metadata, or full-text search. Quickly and accurately retrieve documents from anywhere, anytime, save time and increase productivity.

Document Search and Retrieval

EisenVault's DMS System advanced search capabilities allow ...

EisenVault's web based DMS version control feature helps banking firms maintain a version history of each document. Easily track document changes through an electronic audit trail and fix accountability. This feature ensures the integrity and compliance of documents.

Version Control and Audit Trail

EisenVault's web based DMS version control feature helps banking...

Workflow Automation

Our banking document management system automates document operations and workflows such as account opening, loan approval, compliance checks, document review cycles, etc. Streamline document processing with workflow automation, reducing the likelihood of manual errors and improving efficiency.

Workflow Automation

Our banking document management system automates...

human resources document management system

Our banking document management software allows users to simultaneously work on documents from anywhere, leave comments, and annotate, improving seamless collaboration between departments and employees.

Collaboration and Annotations

Collaboration and Annotations

Our banking document management software allows users...

Simplify banking document workflow with EisenVault's e-signature feature. Verify, sign and store documents digitally to streamline processes and ensure legal compliance for efficient banking operations.

E-signature

Simplify banking document workflow with EisenVault's...

Regulatory Compliance

The compliance feature of our Banking document management systems helps banks comply with regulations and standards such as KYC requirements, data protection laws and Anti-Money Laundering (AML). It also includes audit trails and automated document retention policies.

Regulatory Compliance

The compliance feature of our Banking document...

Reporting and Analytics

Our Banking DMS solution's comprehensive reporting and analytics capabilities provide insights into user activity, document-related KPIs, document usage and compliance metrics. It helps banking firms to identify bottlenecks, monitor performance and make data-driven decisions.

Reporting and Analytics

Our Banking DMS solution's comprehensive reporting...

Advantages of EisenVault Banking Document Management Software

WHY CHOOSE US?

Streamline banking operations with EisenVault's Banking document management systems, including approval processes and greater control over data, and save significant time and money. As a result, banking firms around the world, large and small, rely on EisenVault to save significant time and money.

Regulatory Compliance

Our banking document management system best helps banking and financial institutions with regulatory compliance by electronically storing and organising documents. This makes it easier for banks to access or retrieve documents when needed and helps ensure that only authorised personnel have access to sensitive information.

HR document management software solutions.png

Regulatory Compliance

Instant Access To Documents

EisenVault DMS systems support quick search and retrieval of documents and records at the time of need. It also comes with full-text search features that allow users to search for documents by keywords or metadata. With our cloud document management software, ensure secure access to data from anywhere, anytime.

Instant Access To Documents

Reduce Operational Costs

Our banking file management software helps banking firms save significant money by eliminating the need for paper storage space, which can be costly. Automating manual tasks such as document scanning and indexing with the right document management system saves time to complete tasks.

Reduce Operational Costs

Robust security for Sensitive Data

Our eDMS software supports robust data security features such as access control, encryption and audit trails to prevent banking firms from unauthorised access to sensitive customer information.

Robust security for Sensitive Data

Improved Customer Service

EisenVault's bank document management software helps in better customer service. Banking staff can reduce response time and enhance customer experience by providing accurate and timely information by ensuring quick access to customer information.

Improved Customer Service

Better Workflow and Collaboration

Our online document storage system allows bank employees to access and work on documents simultaneously, improving your branch's overall efficiency by reducing bottlenecks and increasing productivity with streamlined workflows.

Better Workflow and Collaboration

Version Control & Document Tracking

Our electronic document management solution maintains a complete version history of each document for long periods, enabling users to easily track document changes and compare and revert to previous versions when necessary.

Version Control & Document Tracking

Scalability and Integration

EisenVault can integrate seamlessly with other banking systems, such as core banking platforms or customer relationship management (CRM) systems, enabling seamless information exchange and process integration.

Scalability and Integration

Document Management Case Studies In The
HR Industry

CASE STUDIES

Transform your HR operations with EisenVault's HR EDMS.

HR Document Management Case Study – Luminous Power Technologies Situation

Luminous had thousands of employee files in hard copy, stored in physical storage across multiple office locations in India. However, the client wanted a better solution for storing files online and running compliance reports.

Action
EisenVault had all files scanned, categorised and tagged. Then, files were uploaded into employee folders in the EisenVault Cloud DMS. A custom report was built which showed compliance - i.e. Which documents are present and missing for which employee ID.
EisenVault has custom solutions for HR professionals, including reports, management dashboards, integrations with third-party HRMS software and scanning solutions.

EisenVault Document Management Software For Other Industries

Document Management System For Engineering Industry

Document management solutions help to organise and manage document operations in the engineering industry efficiently. Timely completion of projects in the engineering industry is already an onerous task, and on top of that, maintaining work efficiency with documents such as CAD files, engineer design blueprints, regulatory permissions, project plans, technical documents, proposals, invoices etc., and Collaborating can seem like a never-ending loop. EisenVault document management software is an easy, fast and error-free way to manage engineering documents more efficiently. Automate your document handling with precise categorisation, enhanced security, faster searching, and an audit trail.

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Document Management Solution For Banking Industry

The banking industry has always been associated with massive amounts of paperwork, including forms, slips, invoices, statements, personal identification documents, and bookkeeping. Banks have to deal with documents like deposit, compliance, finance, mortgage, legal, and human resources on a daily basis and managing them is a tedious task. The EisenVault document management system provides banks with a digital solution to streamline the storage, retrieval and sharing of documents related to banking operations. Our banking document control system helps reduce errors, increase productivity and ensure regulatory compliance with features such as document versioning, secure access control and search functionality.

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Document Management Solution For Insurance Industry

The insurance industry is almost entirely dependent on information relating to insured persons, which means that a considerable amount of paperwork is required. Real-time access to information becomes complex with paper documents and traditional file cabinet storage. Document management solutions for the insurance industry are designed to streamline and organise large amounts of paperwork that help store, retrieve, quickly access, solid security and track digital documents. EisenVault file management system comes with features like document capturing, indexing, and version control, allowing seamless data exchange and facilitating collaboration among insurance professionals by enabling simultaneous access to real-time updates while improving customer service.

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Document Management Software For Manufacturing Industry

Manufacturing business involves storing and managing a vast amount of critical documents, which is a challenging task. Documents such as invoices, product specifications, quality control records, supplier contracts, bills of materials, work orders, inventory records, standard operating procedures, purchase orders, and employee records are generated during the manufacturing process, and maintaining them involves hidden costs. Manufacturing document management software helps the manufacturing industry streamline document workflows by facilitating the efficient management of critical documents. By implementing the EisenVault EDMS solution, manufacturers can eliminate the need for manual searches, reducing errors and enabling real-time access to relevant information. Additionally, manufacturers can ensure that only authorised personnel have access to sensitive information to maintain the integrity of critical data and increase productivity by speeding up processes.

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Document Management Solution For Transportation Industry

Transportation services rely heavily on the timely and accurate transfer of information, such as sales orders, inventory documents, invoices, vehicle details, staff payslips, order delivery notes, etc., between managers, vendors, staff members and customers on a large scale. It helps in maintaining records, improving operational processes and ensuring compliance. Transport orders or service delays, usually due to misplaced or mismanagement of paperwork. EisenVault record management software provides transportation services with a single digital storage system to store all their documents and allows team members 24*7 access to customer information. This not only helps in automating day-to-day processes but also helps in inter-departmental document transfer, data security and compliance. Improve transportation documentation with Eisenvault EDMS, reduce overhead costs, save paperwork time, and improve productivity by reducing errors.

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Document Management Software For Property Industry

Documentation in the real estate business is often time-consuming, which harms the business's overall productivity. In addition, real estate businesses rely heavily on information such as mortgage documents, contracts, rent, loan applications, lease agreements and documents such as customer inquiries, sales staff, property managers, government authorities, etc. Managing and tracking such tremendous information is almost impossible without a dedicated ecosystem. Our digital document management solution gives real estate businesses powerful features to manage, store, retrieve and streamline information. In addition, EisenVault real estate EDMS software comes with enhanced security and control of documents, metadata-based filing, audit support, compliance, automatic indexing and much more.

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Document Management System For Education Industry

Documents have been a significant part of the education industry, and schools & colleges deal with a vast amount of paperwork every day, be it answer sheets, notes, student records or exam sheets. However, keeping student information stored securely for long periods and searching and retrieving information when needed can be a painful task for staff members. Document management system for educational institutions is designed to streamline administrative tasks, enhance collaboration and ensure efficient document retrieval. EisenVault record-keeping software comes with several features like document storage, retrieval, version control and access permissions to make it easy for administrators to manage students' records, lesson plans, assessments and other essential documents. Our EDMS solution helps reduce paper usage and improve the overall educational experience.

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Document Management System For Retail Industry

The retail industry deals with a wide variety of documents, including a paper trail that includes invoices, purchase orders, stock records, receipts, employee records, customer records, bills of materials, etc. Managing such a large number of complex documents is time-consuming, which could be spent on generating more sales and growing the business. With an efficient digital document management solution, retail companies can manage their data faster and more efficiently. The EisenVault online document management system enables retail stores and businesses to quickly retrieve invoices, receipts, contracts and other retail documents. By automating data entry, our system reduces human error and is a great help in increasing workflow efficiency.

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Document Management Systems For Oil & Gas Industry

Oil & Gas Industries manage a massive amount of documents on a daily basis, such as employee records, invoices, project plans, lease agreements, compliance documents, inspection records and many more. Due to manual documentation, the papers often get tampered with, leading to delays in the delivery of extraction projects or consignments. The EisenVault digital document management system is the solution to this problem. Our software helps streamline and automate paperwork processes like document indexing, strong security of data, signing and transfer by digitising documents. Based on advanced AI algorithms, our EDMS software provides the Oil & Gas industry with robust version control, regulatory compliance, audit trail, and real-time collaboration and ensures data integrity. Our document management system has the ability to integrate with all systems and helps enterprises protect confidential information with role-based access control.

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Document Management System For Healthcare Industry

Data and documents are most important in the healthcare industry as they directly relate to the patient's life. Healthcare industries typically deal with medical forms, patient records, and administrative documents. A decision taken by the doctor based on even the slightest wrong data or information can be disastrous for the patient's life. In such a situation, digital document control software helps rectify the communication gap between the doctor and his staff. Our file management system offers features such as secure document storage, version control, workflow automation and document sharing, promoting paperless operations, protecting patient privacy and ensuring seamless and fast access to information, which can help increase the quality of primary care.

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Document Management Systems For Construction Industry

Due to the complexities involved in the finance and documentation processes of the construction industry, many projects are often not completed on time. The need for a document management solution is high in the construction industry as it streamlines the management, storage, tracking and retrieval of documentation related to projects. Construction companies mainly deal with paper documents such as blueprints, permits, invoices and contracts. Our digital storage system helps handle various documents efficiently and bind them in a single repository. EisenVault DMS software provides real-time collaboration, seamless data sharing among team members, version control, advanced search capabilities, and more. Construction companies can reduce errors and increase productivity with efficiency by automating the documentation process with the help of EDMS. In addition, simplifying approval procedures can improve project timelines.

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Document Management System Software For Government Industry

Government agencies around the world deal with vast amounts of paperwork daily. In this era of e-governance, managing paper documents is not only a time-consuming process but also increases cost, risk and inefficiency. Electronic document management software designed for government agencies to ensure efficient and secure handling of digital documents. Our EDMS solution comes with robust features like versioning capabilities, access control, document generation, storage, retrieval and sharing. EisenVault streamlines system workflows, increase collaboration and help maintain compliance with government regulations. In addition, our government EDMS solution ensures the confidentiality of sensitive information and promotes transparency.

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Document Management Software For Pharmaceutical Industry

Developing a pharmaceutical drug is a long, complicated and detailed process. This process usually involves the pre-test, clinical trial, and commercialisation or product launch. All of these processes involve a vast amount of paper documentation and maintaining accurate and timely documentation for all processes, such as research team information, funding records, documents on drug development, animal and human trial studies, regulatory compliance, Pharmaceutical composition, and much more is required. Delays in developing and approving documents in the pharmaceutical industry can result in tremendous losses to the company. Many of the world's leading pharma companies trust EisenVault to manage their documents and securely streamline paperwork. EisenVault DMS software helps pharmaceutical firms maintain accurate logs of the entire drug life cycle, helps automate the document approval process, and significantly improves data security.

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Document Management System For Accounting Industry

A client's accounting documents are the core of its operations for a financial service provider company. The major challenge any financial company faces is secure document storage and quick retrieval. Therefore, it becomes critical for them to invest in a sound document management system for accountants. Having a paperless office with cloud-based document management for accountants helps in improving work efficiency incredibly. Electronic document management systems for accountants should be easy to use and provide secure file sharing for accountants. Therefore, the system should have all the simplicity built-in with a secure cloud-based document management system so that you can share account-related documents securely with multiple permissions to different users and user groups. EisenVault's cloud document management for accountants stands out because users can effortlessly tag each accounting document, which helps in effortless searches, along with a complete secured archive that assists you in decluttering your document storage and lets you focus on what matters.

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Document Management Services For Legal Industry

Undoubtedly, the legal sector deals with more paperwork than any other sector. Managing all the files or documents related to the case in one place is a herculean task for a legal professional. Legal professionals spend a lot of time sorting, filing and retrieving documents, and the loss of even one copy can affect the entire case. The law firm needs to move towards digital documentation in such a situation. The EisenVault digital document management system streamlines the processes for law firms and legal departments to manage, search, and retrieve case-related documents, court forms, affidavits, document creation, and more. Our Legal EDMS software ensures document confidentiality, seamless collaboration with legal professionals, version control, advanced search capabilities and data tracking. As a result, legal professionals can improve efficiency by enhancing the security of documents and, ultimately, productivity.

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Document Management Solutions For Human Resources Industry

Human resources are one of the most data-concentrated works in an organisation. The risks associated with protecting a high volume of sensitive information are high. So, managers have to deal not only with the costs of managing information but also with the security of that information. Human resources document management software helps the HR team organise and archive employee records to safeguard businesses from managerial headaches and legal liability. It will assist in managing employee records quickly and effectively so their time can be spent on more meaningful work like employee development and robotising workforce methodology. EisenVault manages and tracks HR-related data, record management, assignments, and processes. A streamlined and automated approach to manage worker reports, records, and HR-related processes to improve productivity and guarantee consistency.

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DOCUMENT MANAGEMENT SYSTEM FOR
Banking Industry

Need For Banking Document Management
System Software

What are the main types of Banking Documents that DMS helps manage

Facility Letters

Term Sheets

Commercial Credit Document

Mortgage Documents

Lease Agreement

Instruction Sheet

Guarantee & Security Documentation

Customer Credit Documentation

Key Features of Cloud-Based Document Management System For the Banking Industry

Advantages of EisenVault Banking Document Management Software

Document Management Case Studies In The
HR Industry

EisenVault Document Management Software For Other Industries

Stay Up To Date With Our Recent Posts!

Offices In

Quick Links

Start Your Trial Now

DOCUMENT MANAGEMENT SYSTEM FOR Banking Industry

Need For Banking Document Management System Software

What are the main types of Banking Documents that DMS helps manage

Facility Letters

Term Sheets

Commercial Credit Document

Mortgage Documents

Lease Agreement

Instruction Sheet

Guarantee & Security Documentation

Customer Credit Documentation

Key Features of Cloud-Based Document Management System For the Banking Industry

Advantages of EisenVault Banking Document Management Software

Document Management Case Studies In The HR Industry

EisenVault Document Management Software For Other Industries

Stay Up To Date With Our Recent Posts!

Offices In

Quick Links

Start Your Trial Now

DOCUMENT MANAGEMENT SYSTEM FOR
Banking Industry

Need For Banking Document Management
System Software

Document Management Case Studies In The
HR Industry