Banking and Finance
Regulatory changes and increasing customer demands have created a highly competitive Financial Services marketplace. Today, the industry faces significant challenges, including rapidly evolving markets, mergers and acquisitions, escalating regulatory requirements, and the ever-increasing need to safeguard business integrity. Financial Services institutions must properly manage customer and product information and make quick, accurate decisions across business units, all while maintaining regulatory compliance. Many financial organizations have already realized that the way to stay competitive is to embrace technologies that help them manage and secure these vital information assets.
TOWER Software works with financial services organizations to manage business-critical business information legally and safely, minimizing exposure to the risks of liability. Our TRIM Context® solution meets the needs of Financial Services institutions, empowering you to:
- Increase the speed of information delivery, improving operational efficiency
- Properly manage and secure all physical and electronic documents and records, including email
- Achieve compliance with legislative, regulatory, and corporate requirements including archival, audit, and oversight activities
- Enforce accountability and integrity by creating a shared, controlled information base
TRIM Context is an integrated document and records management solution which enables Financial Services companies and institutions to address industry-specific challenges. TRIM Context includes the following features:
- Loan application management
- Corporate and regulatory compliance
- Correspondence tracking
- Deal management
- Risk management
- Customer service
- Email management
- Handling customer complaints
- Customer service portals
- Marketing database management
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