Information Management for Financial Services
Software solutions tailored for financial services providers
As a financial services provider, you know that the industry is constantly evolving. Clients demand more sophisticated and personalized services, while the competition from other financial services providers is stronger than ever. In addition, cybersecurity risks and regulatory requirements are becoming increasingly complex. To stay ahead of the curve, financial services providers must embrace digital transformation.
At IRIS, we provide cutting-edge information management solutions that help financial services providers of all sizes streamline their workflows, reduce risk and improve productivity. Our solutions enable financial professionals to work with business content and their clients seamlessly and securely, ensuring the highest levels of data accuracy and privacy. Our innovative technologies provide seamless integrations with existing business applications, reducing time-to-service and eliminating manual errors.
Our solutions empower financial professionals to work with greater speed and precision, while freeing up time to focus on value-added services for their clients. With our tools, your financial services company can meet the ever-increasing demands of clients, reduce compliance risk, and stay ahead of the competition.
Information Management solutions designed for financial services providers
In the fast-paced world of finance, security and accuracy are essential when dealing with sensitive financial data. Our solutions provide a reliable and compliant platform for the storage, management, and sharing of confidential financial documents, ensuring that you can always access the information you need when you need it.
OUR INFORMATION MANAGEMENT SOLUTIONS
Empowering knowledge professionals to thrive in their work
A clear and transparent approach
We specialize in helping accounting firms make a smooth transition to a more digital future. Our experienced team understands the specific needs of professional services providers, so you can rely on working with a partner that knows how to help you future-proof your workplace: aligning technology, people and processes.
Discover our technology for
professional services firms
Harness the potential of our industry-leading software solutions to future-proof your workplace.
CONTENT SERVICES PLATFORM
Unlock the Potential of Your Content
iManage is a powerful content services platform designed to streamline document and email management, knowledge sharing, and collaboration. With iManage, you can effortlessly access and organize client files, business documents, contracts, and more, from any device, anywhere, ensuring secure and efficient document lifecycle management.
Create your collective knowledge
Securely store, organize, and access critical documents and turn business content into tacit knowledge.
Allow real-time collaboration
Easily collaborate with colleagues and clients to strengthen and improve business relations.
Ensure information governance
Leverage version control, need-to-know access, to limit risk and ensure document integrity at all times.
Don’t Take Our Word For It
What our customers
have to say about us
As an Austrian company our staff feels really compatible with IRIS consultants in communication. Their consultancy is very professional.
We decided to work with IRIS as opposed to another organization for their knowledge of iManage & general professionalism.
Whenever we needed support, iManage and IRIS were there for us right away, even if it was out of hours. The implementation of iManage Cloud went so smoothly our users didn’t even realize we’d migrated to the cloud.
Having the right partner and the right technology is crucial for a successful move to cloud. IRIS brought the skills we needed to migrate seamlessly, and iManage brings all the functionality we need to fully support our lawyers and comply with data security regulations.
“We help our clients with hands-on advice. Always with their ambitions and goals in mind. Open, honest and transparent.”
Carlo – Consultant
