financial & Investment services
Nothing short of transformation
SpringCM Content Cloud Services help financial services organizations become more lean, nimble, and secure.
The financial services umbrella is a big one: retail banking, commercial banking, consumer lending, insurance agents, investment teams, M&A consultants and all of the hybrids in between. Every one of these organizations rely on both real and digitized paperwork – from proposals, prospectuses, contracts, mortgages, and the proverbial spreadsheet – to get business done.
And they are constantly challenged to streamline their operations without sacrificing security. Traditional on-premise solutions, however, come with hefty price tags and long complex implementation cycles. If you want to collaborate with auditors or partners outside your organization, the costs and risks rise exponentially. But there’s an alternative—one that resolves your challenges with a minimum of hassle, low risk, and at an affordable cost.
SpringCM makes you lean, nimble, and secure
SpringCM Content Cloud Services help financial services organizations become more lean, nimble, and secure. You’re lean because SpringCM helps you streamline tasks, automate processes, and work collaboratively. You’re nimble because changes to workflows are easy to make, which means you can quickly respond to market changes with new products and services. Oh, there's more.
You’re secure because we give your teams the ability to do what they need to do to get work done while giving you complete control and visibility via granular security settings and audit histories. You’re doubly secure because our infrastructure was built to the highest security standards and has passed the most demanding tests of our customers—many who exercise our security hard before they purchase—as well as third-party audits, including SSAE 16 and SOC 2.
- A secure cloud platform lets you organize and store all your content in a centralized location
- Automated versioning means you always have the most up-to-date version
- Unique mobile apps make it easy to access to your content from your laptop, iPad, iPhone, Android tablet, or Android smartphone
- Automated workflows make review and approval processes a "hands-free" activity
- True business sync simplifies getting documents to your desktop, synced and ready for work on
Best-practice processes for data room management
Data room transactions depend on the ability to drive a deal flow efficiently and effectively through the deal lifecycle. Deal managers and teams involved in an M&A transaction, property sale, or a distressed workout situations find that SpringCM’s best-practice processes and “make my life easier” features help them take advantage of every opportunity for success.
SpringCM offers the enterprise-class security, auditable data room management functions and, oh, so much more. Integrated document management, collaboration, and automated workflows enable deal room teams to position their transaction for the most favorable terms. Centralized workspaces give you complete visibility into deal room operations. Let SpringCM take over the manual, mundane paper-pushing and free yourself up to provide leadership and close the deal.