Financial services
Financial services compliance software for information mgmt
Decrease risk and stay compliant. Capture, classify & securely access your content.
Reduce risk and improve information compliance.
Our easy-to-use compliance software connects Outlook to SharePoint for compliant email management. We also connect Teams and your other Office apps to SharePoint seamless content management.
This makes information compliance for financial institutions less complex. Users efficiently save to SharePoint with auto-applied metadata while staying in the apps they work in. No need to switch apps!
Rest easy knowing your information is filed in the right place, for the right period of time and according to your industry regulations. And find the information you need again when you need it.
Fines and penalties for information non-compliance can be steep. Our compliance tools make it easy to ensure financial regulatory compliance and realize greater ROI on your Microsoft investment.
Benefits for Financial Services Professionals
Maximize ROI
Improve adoption, governance, and financial services compliance in M365.
Drive collaboration
Tag and make client-related and internal emails and digital records accessible in SharePoint.
Share from anywhere
Enable real-time document and record sharing via a desktop or mobile device.
Work in Teams, Outlook, or a web browser
Facilitate document capture and retrieval from email, underwriting systems and policy administration systems.
Centrally administer
Determine role- or user-specific access to SharePoint content.
Facilitate knowledge-sharing
Find what you need in a single information storage area.
Protect confidential information
Centrally manage access and permissions.
Enhance productivity
Empower remote and in-office teams.
Avoid financial penalties
Lower your risk using of non-compliance.
More great Financial services resources
Insurance Broker Improves Compliance & Saves Time With Colligo Email Manager
Team members have fast way to compliantly file emails to SharePoint without leaving Outlook: Insurance Broker Case Study.
Email Manager Fills Microsoft 365 Gap Allowing Accountancy to Modernize in Cloud
Team members have fast way to easily file emails to SharePoint without leaving Outlook: Accountancy Firm Case Study.
4 Technology Principles to Ensure Financial Firms’ Success
Making Microsoft 365 work for financial services is highly doable by putting 4 principles into action and relying on expertise.
Turn Data Governance Into Your Superpower
Financial institutions are faced with challenges ranging from maintaining data quality for regulatory compliance to safeguarding sensitive financial information.
Colligo compliance management tools address these challenges head on. Our software enables financial institutions to manage data more effectively, enhance security, and ensure compliance.
According to FinTech Buzz, “From content management to enterprise collaboration, discover how Colligo Networks is revolutionizing the FinTech landscape with CEO Tim Brady at the helm.”
Read more about navigating data governance in financial services with Colligo software.
