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Finance & Banking
Centralized knowledge management for the finance industry
We serve leading banks by securely managing sensitive information, ensuring compliance at every step, and providing accurate answers to customers and regulators.
Trusted by global financial services companies
Purpose-built documentation for banking environments
Regulatory compliance
Make compliance documentation easy to create, update, and distribute across the organization, ensuring your teams always adhere to the latest regulations.
- Streamline audit preparation
- Ensure consistent policy adherence
Internal SOPs
Centralize and manage internal policies for everything from loan processing to fraud detection, making critical information instantly accessible to your teams.
- Reduce operational errors
- Accelerate employee onboarding
Customer support & FAQs
Equip customers with a secure self-service portal to find instant answers about account management, product features, and policies, reducing the burden on your support teams.
- Decrease support ticket volume
- Improve customer satisfaction scores
Training & onboarding manuals
Accelerate the training process for new hires with a centralized knowledge hub for all training materials, policies, and procedural guides.
- Faster time-to-competency for new staff
- Reduce internal training costs
Advanced workflows
Automate your content lifecycle with intelligent approval flows, moving articles from draft to publish with the right stakeholder sign-offs and a complete, auditable record for compliance.
- Streamline content approvals
- Improve content quality & accuracy
Intelligent documentation for Credit Unions & Banks
Security & Compliance
Access enterprise-grade security through full GDPR compliance and SOC 2 Type II certification. Our commitment to data privacy and independently audited security controls provides a verifiable peace of mind.
Secure Documentation
Protect sensitive information with industry-leading access controls. Use SSO, IP restrictions, and granular permissions to ensure only authorized personnel can view or edit critical content.
Read Receipt & Acknowledgment
Ensure and track that critical policy updates have been read and acknowledged by every relevant team member, creating a transparent and auditable compliance trail.
Detailed Audit Trails
Don’t just manage content, monitor its entire lifecycle. Track every view, edit, and permission change to maintain a complete record of activity for security and compliance.
Built to help key
roles in a financial organization
- Streamline the distribution and tracking of new policies
- Generate audit trails for content changes instantly
- Ensure 100% acknowledgment of critical updates with Read Receipts
- Deflect repetitive customer queries with a secure FAQ portal
- Access accurate, up-to-date policy information instantly
- Reduce agent onboarding time with a centralized knowledge hub
- Use locked templates and advanced editors to ensure consistency
- Manage updates with precise version control, ensuring every change is tracked
- Set custom workflows with stage-level access control to ensure content is reviewed only by authorized personnel
- Securely access and share approved product information with clients
- Stay up-to-date on market changes and internal policies
- Reduce time spent searching for information and more time serving clients
- Enforce granular access controls and SSO for all users
- Manage a secure, private knowledge base with IP restrictions
- Ensure compliance with fully encrypted, enterprise-grade security
Our customers say it best
Document360 has helped ease the load on our customer support team because customers are now enabled to handle issues themselves.
Michal Petrák
Communications and PR Manager, Comgate
We are sure Document360 will be a game changer for us, with its search functionality and translation capabilities, in helping people access information quicker.
Ben Anderson
Senior Technical Writer, Abrigo
We have been using the Document360 Knowledge base for both our membership help guides & our internal process documentation. The ease of integration of knowledge base to our membership web portal & management options is second to none. I would recommend Document360 as a first-class knowledge base solution.
Jevon Cliffgard
Lead Software Architect, Corporate Central credit union
Streamline banking compliance with secure documentation
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