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
More great Financial Services resources
Practical steps financial services organizations can take to improve return on investment, lower risk, and efficiently capture and manage content