Financial Services Portals

Collaboration in the modern finance services industry increasingly requires the complex exchange of information across multiple shareholders, who use varying levels of security on their devices. Once your sensitive information (or that of tens of thousands of people) goes beyond the firewall, it’s easy pickings. Countless threats could jeopardize your team’s, your clients’ and the company’s success. Our work for this sector has been a wide variety but with more emphasis on process automation, and file type plans for document retention policies. In past projects, we have migrated files from files shares, built documents assembly systems that use business logic, InfoPath forms, and workflows for process automation.​​