Elevate sales, marketing and client success

Capture and securely store required documentation to validate transactions and stay in compliance with anti-money laundering regulations. 

When financial institutions require documentation and ID verification for business transactions, we quickly provide these assets through secure storage and retrieval of this sensitive information.

A modern case management solution allows a company to seamlessly collect and organise customer service interactions that happen on any channel. Our case management systems make it easy for your people to track each case to resolution with a complete view of all the information they need to complete their work.

Using our technology, you can process claims and other customer-facing activities in a single platform, helping your people to manage cases more effectively and make better business decisions.

Start new client relationships off on the right foot. Our client onboarding solution combines our workflow capabilities with intelligent document management so both you and the client can get to work faster.

From eSignature gathering to centralised document storage, our accelerated client onboarding process will remind clients why they made the right choice with your business.

Manage the full contract lifecycle for your vendors, clients or employees using our contract management solution. By integrating eSignatures, we can help to further accelerate the signing process for all your critical documentation.

Our automated tools help you manage contracts from initial request to expiration and renewal, making it easy to manage these relationships at a lower administrative cost. Turn this administrative task into a value-added capability. 

Centralise postal mail, email, fax and other communications into a single digital location regardless of physical location.

Our digital mailroom solution uses intelligent automation to route communications to the appropriate individuals and departments. No more emails getting lost in individuals’ mailboxes.

Centralised records management consolidates business data to facilitate easier access and reduce the time and expense of tracking down documents and other information.

Our solutions seamlessly integrate with your existing IT environment and create one single repository for content, across multiple departments and functions. We make it easy to get records into the hands of the right people—while also supporting compliance through secure storage and streamlined auditing.