Financial Services
Financial services compliance software for email management
Capture, classify & securely access content and maximize your investment in Microsoft 365
Colligo compliance management tools for Microsoft 365 help financial services and insurance organizations manage risk while promoting financial and compliance practices at the same time.
Easy-to-use add-ins improve the functionality of SharePoint for email management and content management to make information compliance for financial institutions less complex. Colligo compliance tools allow users to save and add metadata to SharePoint files right from Outlook, Teams, Word, Excel, and Microsoft 365 – connecting SharePoint with the applications used every day by knowledge workers.
Ensure financial regulatory compliance with regards to content and information, and realize greater ROI on your Microsoft investment.
Benefits for Financial Services Professionals
Maximize ROI
with improved adoption, governance, and financial services compliance
Drive collaboration
among stakeholders ensuring client-related and internal emails and digital records are tagged and accessible in SharePoint
Share from anywhere
and enable real time document and record sharing via a desktop or mobile device
Work in Teams, Outlook, or a web browser
and facilitate document capture and retrieval from email, underwriting systems and policy administration systems
Centrally administer
role- or user-specific access to SharePoint content
Facilitate knowledge-sharing
through a single information repository
Protect confidential information
with centrally managed access and permissions
Enhance productivity
of remote and in-office teams
Avoid financial penalties
for non-compliance by lowering your risk
More great Financial Services resources
The True Cost of Non-Compliance
How implementing a stringent information management program can offset the staggering risks of non-compliance for a comparatively low cost
How Financial Services Organizations Can Increase ROI of Microsoft 365 Business Investments
Practical steps financial services organizations can take to improve return on investment, lower risk, and efficiently capture and manage content
Large Wealth Management Firm
Wealth management firm achieves 100% user adoption, enables a remote work force, and facilitates document capture and classification with Colligo cloud products
