Financial Services

How ViewWise has helped organizations in your industry

Computhink provides Document Management / Content Management Solutions for Financial Services Firms. Computhink’s ViewWise® streamlines business processes, improves customer service, reduces costs, and helps ensure compliance.

Financial Institutions such as investment services firms, wealth management, insurance and credit institutions, and mortgage and brokerage firms are all paper intensive environments that need to reduce costs and  increase service levels and operational efficiencies all while complying with various regulatory laws. Such regulatory laws include Graham-Leach-Bliley, SEC 17a-3 and 17a-4, The Patriot Act, Sarbanes-Oxley sections 302 and 404 for public companies, IRS Rev. Proc. 97-22 and NASD 3010 & NYSE 342.

For information on Commercial Banking specifically, click here.

For information for Mortgage Brokers / Title Agencies specifically, click here.

Recognized ViewWise Document Management Benefits include:

  1. Establishing a central repository by departments with assignable access security privileges
  2. Automation of business processes and routing documents and files for further action
  3. Applying retention rules to documents to save on data storage and comply with regulations
  4. Review Audit trails for all documents activity performed within the system. Track where files are, when they were accessed and by whom.
  5. Facilitate collaboration from remote sites by providing online access to information and resources
  6. Provide complete document security and disaster recovery
  7. Reduction of paper, copy, and storage costs
  8. Print, email, and fax right from ViewWise without the need for the native application which saves on license costs
  9. The ability to create annotations, redactions, revisions, and versions to reliably retrieve current and historical information and prove its authenticity

ViewWise stores your files electronically and ensures your documents are protected in the event of a disaster, while easy and fast retrieval speeds up the regulatory audit process.