Solution Vertical
Financial Services Document Management
Enable new business through automation of the document-dependent work involved in managing new clients, their loans, and other financial services.
Why Revver
Automation Tools For Better Client Wins
Financial institutions, such as banks and credit unions, benefit from advanced technology solutions that enhance client outcomes with efficient financial services document management
- Boost efficiency and improve organization
- Keep finance documents, including loan documents, moving to the right people
- Compliance tools for government and industry regulations
- Simplify audits and the auditing process
- Complete mobility—work anytime, anywhere, with all your documents at your fingertips
Core Use Cases
EASY AND ACCURATE FINANCIAL PROCESSES
Keep your clients’ finances secure and accurate with more efficient tools for monitoring their information.
Key Features
FINANCE AND ACCOUNTING TOOLS FOR BETTER PLANNING
Everything you need in a Financial Services Document Management system to give clients the best outcome possible.
Automated Data Extraction
Extract essential data from your most used documents. Creating a profile of metadata allows you to route documents to the right locations and trigger automated workflows.
Smart Online Forms
Simplify the lending process for members by providing smart forms they can fill out online through a secure hub. The data can be extracted to initiate more workflows.
Workflows
Initiate automated processes to ensure that documents involved in lending and member services are always moving and working for you, rather than staying static.
Governance
Further automate your document processes by attaching automated actions to individual documents or folders, involving retention and deadlines.
Impact
IMPACT ACROSS THE ORGANIZATION
Revver’s practicality doesn’t just end with your lending and member service functions. Implement better document management in all aspects of the business.
HR
HR
Accelerate onboarding, benefits management, and other employee-driven document work with Revver. HR can stay focused on the people, instead of the document work.
Operations
Operations
Whether you’re in manufacturing, financial services, or development, having smooth business operations requires mountains of documentation that needs to be kept track of. The paperwork behind every part, every order, every asset your business needs can be organized with Revver.
Accounting
Accounting
Keep your own business’s finances accurate and organized with accounting tools from Revver. For billing, bookkeeping, auditing, and taxes, leverage Revver’s advanced organization and automation capabilities.
IT
IT
Keep vital data and access to applications secure with Revver’s admin tools and protocols that are easy to implement and streamline with your IT infrastructure. Furthermore, create and store IT documentation in a secure and organized manner.
"It is a very easy file-sharing portal. I like how it's a straightforward mechanism to receive and retrieve documents securely. "
G2 User in Finance
"I love the customer support. When I needed to contact customer support, they were super helpful, kind, and speedy! There are those companies where you just hate calling customer support because you know they take forever or are just plain rude. That is definitely not the case with [Revver]."
G2 User in Finance
"It was easy to use and get set up for our specific client base and firm. The customer support is also amazing!."
G2 User in Finance
"It was easy to use and get set up for our specific client base and firm. The customer support is also amazing!"
G2 User in Finance
"It is easy to organize our client information in layers of folders. We scan all of our client information and save it electronically. It has always worked like a charm. It is very easy to teach a new employee how to use, and the search feature helps us find what we are looking for."
G2 User in Finance
Perspective
THE ULTIMATE GUIDE TO FINANCE AUTOMATION
eBook
The Ultimate Guide to Finance Automation
Through exceptional document management for financial services, we drive results that benefit the entire business, from time and cost savings, improved quality, employee satisfaction, and even revenue generation.
