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.
Choose IRIS for your financial services company’s digital transformation needs, and fuel sustainable business growth in today’s rapidly evolving financial services industry.
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 solutions for financial services providers
Managing the full document lifecycle
A document management system (DMS) improves the efficiency of document handling processes by providing easy, quick and governed access to the necessary documents. This allows legal professionals to retrieve and share documents seamlessly, which ultimately saves time and helps to increase productivity. Additionally, a reliable document management system helps to mitigate the risk of errors or omissions in document processing, which can be costly and detrimental to the legal services provider’s reputation.
Ultimately, a DMS is an essential tool for managing documents throughout their lifecycle and plays a significant role in the success of the legal services provider’s operations.
Unlock the knowledge that resides in your content
For a legal services provider, having a robust knowledge management system (KMS) is crucial for a variety of reasons. Firstly, legal services involve dealing with complex and ever-changing regulations, laws, and procedures. A knowledge management system helps lawyers and other legal professionals to access up-to-date information and stay informed of any changes in the law, which is essential for providing accurate advice to clients.
Secondly, a knowledge management system helps to promote collaboration and knowledge sharing among legal professionals within the firm. This sharing of knowledge leads to improved productivity, better decision-making, and the ability to identify and leverage expertise across the firm.
Thirdly, a knowledge management system improves the quality of legal services provided to clients. By capturing and sharing best practices and lessons learned, legal professionals can avoid making the same mistakes repeatedly and provide clients with more efficient and effective legal solutions.
In summary, a knowledge management system is essential for a legal services provider to stay up-to-date on changes in the law, foster collaboration and knowledge sharing within the organization, and improve the quality of legal services provided to clients.
Streamline the way you run deals
Typically, legal transactions involve multiple parties and require the coordination of numerous tasks, documents, and communications. Legal transaction management technology helps to streamline and automate these processes, reducing the risk of errors and improving overall efficiency.
A legal transaction management provides a secure and centralized platform for managing all aspects of a legal transaction, from document creation and management to communication and collaboration.
As a result, legal services providers are able to improve the speed and accuracy of legal transactions. A legal transaction management solution automates many of the time-consuming and error-prone tasks associated with legal transactions, such as tracking document versions, managing approvals, and ensuring compliance with regulations.
In addition, a legal transaction management platform typically provides real-time updates and notifications, enabling legal professionals to keep clients and other stakeholders informed about transaction progress and any changes in transaction terms.
Overall, technology such as iManage Closing Folders is essential for legal services providers to improve the speed and accuracy of legal transaction management, reduce the risk of errors, and improve collaboration and communication with clients and other stakeholders.
Transform the way you create contracts
Without the support of technology, drafting contracts involves a significant amount of manual work, which is time-consuming and prone to errors. Contract drafting technology helps to automate many of these tasks, allowing legal professionals to focus on more complex and high-value work.
Contract drafting software uses artificial intelligence (AI) and natural language processing (NLP) to automate many of the tasks involved in the creation of contracts. These tasks include identifying relevant clauses, suggesting alternative language, and checking for legal compliance.
By using contract drafting software, legal services providers can improve the speed and accuracy of contract drafting. This is because the software analyzes large volumes of data and provide legal professionals with recommendations and suggestions based on that analysis. This, in turn, helps legal professionals to draft more accurate and effective contracts.
In addition, contract drafting software helps to standardize contract language across an organization. This can be particularly useful for large organizations with multiple legal professionals, as it ensures that all contracts use consistent language and conform to legal requirements.
Overall, technology such as contract drafting software is essential for legal services providers to improve the speed and accuracy of contract drafting, reduce the risk of errors, and standardize contract language across an organization.
We ensure that your unique requirements are met at every stage of the process
Our experienced professionals offer tailored solutions for financial services providers to improve efficiency, streamline processes, and bolster security. With our expertise, you can confidently embrace digital transformation and put your business on the path to long-term success.
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.
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 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.
“We help our clients with hands-on advice. Always with their ambitions and goals in mind. Open, honest and transparent.”
Carlo – Consultant
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