Customers Partners Contact Us Free Trial English Solutions by Industry Key Capabilities Learning Resources About M-Files SCHEDULE A DEMO Serve your customers more efficiently With documents in order and digital processes in place, you can focus on service. More time for what makes your business valuable Your customers want exceptional service and tailored financial products… for a low price. That is a real challenge when staff spend hours searching for information, and when things like onboarding, trade orders processing, and loans approvals feature lots of paper and physical hand-offs. We can help. M-Files for Financial Services We help your company manage documents, automate key business processes, and meet regulations, without the need for stressful data migrations. All customer documents in one place We give you a single point of access where all information about customers can be organized, safely stored, and accessed. Everything you need to deliver a memorable experience is just a click away. See how to manage documents with M-Files east Automate manual processes With M-Files, processes — like customer onboarding, trade orders, claims processing — can be made digital. Errors and wait times are reduced, and you can reassign resources to scale the business. Learn about digital business processes east Secure and audit ready Your customers’ data is protected by encryption and access permissions. And by tracking what happens to documents at all stages, we enable you to keep things in line with regulations. Learn how M-Files ensures security and control east What our customers say Our customer has several offices and a customer base all over the United States. “Now it doesn’t matter which one of our 13 branch locations or different departments creates a customer record. It is stored in M-Files so everyone can access it and add loan applications, legal papers, financial statements, and more. It makes us more efficient and improves the customer experience.” Read how M-Files enables Stearns Bank to better serve their customers east Related Solutions Access customers information anywhere We make it so you can access the documents you need at the office, at home, or anywhere work is done. Work from anywhere Work with colleagues, partners, and customers Emailing documents back and forth just creates confusion and multiple copies. Share the link instead, and never lose track of changes M-Files collaboration features Our Customers We help Financial Services companies worldwide Keep using the tools you are familiar with M-Files works well with most popular tools, to keep the impact on day-to-day operations to a minimum. Outlook Make sure no contract or report is left in an inbox for no one to find. Learn about M-Files Outlook add-in east Gmail With one click, save emails and attachments to M-Files for long-term retention. Learn about M-Files for Google Workspace east Sharepoint Find information stored in different places directly from a SharePoint Online view. Learn about M-Files for SharePoint east Will it work for your tech stack? With integrations, add-ins, and API we are confident it will. BROWSE THE FULL LIST OF INTEGRATIONS Featured content Using IIM to drive digital transformation in Financial Services In this whitepaper, we explain ten ways Intelligent Information Management gives banks and financial services companies a competitive edge. launch Download the whitepaper 5 stats about IIM in the Financial Services Industry 1 in 2 Financial Services execs say their management of Microsoft Office documents is “chaotic” or “somewhat unmanaged”. launch Read the blog post Want to know more about M-Files? SCHEDULE A DEMO or contact us with questions POPULAR LINKS 2021 Gartner® Magic Quadrant™ for Content Services Platforms What is enterprise content management? Business process management Collaboration solutions Solutions by Industry Key Capabilities M-Files Editions RESOURCES Industry Reports Case Studies eBooks On-demand Webinars Press Releases Blog ABOUT M-FILES Contact us Schedule a Demo Get a Quote Careers Trust Center Privacy Policy Security Hall of Fame M-FILES COMMUNITY Customer Support Portal Partner Hub Developer Portal User Guide How-to Videos Product News Terms and Conditions © 2021 M-Files, All Rights Reserved