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Document Management Software for Financial Services

Finance employees must be extremely vigilant when it comes to handling their own and client data. So we have made it easier.

Our document management systems for the Financial Services sector will deliver a suite of benefits to your business, your clients, and your accounts. We have many years of experience within Financial Services making us uniquely positioned to understand what’s important to your business and support you through the project. Our clients feedback is instant improvement and return on investment.

DocTech solutions in Financial Services deliver enhanced efficiency and productivity with no risk. Our clients experience improved reporting, transparency of processes, automated workflows for approvals, ability to store documents directly from emails and much more.

Get In Touch

Why does the Financial industry use our software?

  • All documents flow through the same system and are indexed, sorted and distributed to the correct destination, making audits easier
  • Instant search and retrieval of documents means you gain control of documents within your company
  • Ensuring you remain compliant with the FCA and other necessary regulations
  • Automate business processes and improve your Return on Investment (ROI)
  • No more risk of loss, damage, or even theft. Documents are preserved and backed up
  • Grant access to the right documents to the right people, based on their role
  • Scalable pricing means you only pay for the access your business needs
  • Version control allows you to rollback to previous versions when needed, and prevent non-identical duplicates

Consider DocTech for your business process improvements

Wondering what success will look like with DocTech? Let us paint you a picture.

It is imperative that financial businesses adopt a good document management system to gain control of their sensitive data and ensure vital document security. A document management system enables you to automate business processes and improve your Return on Investment (ROI). Staff have immediate access to information in real-time and are better equipped to deal with client queries.

DocTech’s solutions easily integrate into back-office systems and other financial applications, ensuring clear audit trails and improved efficiencies across all departments. The solutions we offer include in the cloud or on-premise, with flexible payment options to suit your requirements. Our solutions are reliable, scalable and easy to use, ensuring you remain compliant with the FCA and other necessary regulations.

Our systems work by accurately capturing data, regardless of its source, which is then stored in a central document repository enabling easy access and sharing of information with all staff. Manual business processes are digitalised and filing and storage are eliminated, resulting in reduced overheads and saved time. In addition, security permissions are configurable and any type of access rule can be created.

Transforming paper processes into automated workflows will help investigators access critical information. Should any enquiry occur, a quick resolution will be enabled.

Managing all inbound correspondence represents high operational costs for the financial services industry. With DocTech’s digital mailroom solution, all documents flow through the same system and are indexed, sorted and distributed to the correct destination. With DocTech’s digital mailroom solution you gain control of documents within your company.

Get in Touch by emailing info@doctech.co.uk or calling 0161 647 7040

Perfect Solutions For Your Business!

We are industry experts with over 75 years of combined experience on our team. We have delivered success for hundreds of businesses just like yours.

Accounts Payable

Automate manual data entry, provide accurate data capture of incoming invoices and get real time information. Ensure your team has full visibility of a process.

Streamline Accounts


To comply with industry regulations, we can help you manage document version control, provide a clear audit trail and know who was the last person to amend what document and when.

Comply With Regulations


At DocTech, we can ensure the security, tracking, version control and auditability of your documents are achieved, and our document management system complies with the standards of ISO.

Simplify Audits

Paper Heavy

Reduce all associated paper costs and digitally store your documents in a secure and centralised location. Documents cannot be lost or duplicated and are readily available when you need them.

Reduce Paper Use

Office Automation

Office automation reduces the manual effort needed to complete everyday tasks, using data capture software to help store and process business information. Reduce paper and improve processes.

Streamline Processes

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Contact us now for more information 0161 647 7040