Securities brokers, financial planners and other financial services organizations need an easy-to-use yet powerful, integrated content, document and workflow management system that enables them to store, access, manage, and share critical documents across a broad range of functions, departments and locations.
A typical office processes hundreds of physical documents each day including promissory notes, loan agreements, trade confirmations, wealth management documents, and client financial statements. Plus, to comply with SEC and NASD regulations, financial transaction records must remain secure and accessible for several years, placing tremendous strain on office staff responsible for filing, storing and retrieving huge volumes of paper documents. The majority of this information is handled and stored through inefficient manual processes due to the notion that an automated system is costly, disruptive to existing business processes and difficult to use.
TreenoGCM is an easy-to-use and extremely powerful integrated content, document and workflow management system that enables financial services organizations to capture, organize and share any type of digital or paper-based document within a secure, central repository. System deployment is effortless, document retrieval is instant, integration with existing applications is seamless and the Treeno system can scale to support as few or as many users as your organization requires.
Treeno empowers financial services organizations to improve client satisfaction through streamlined operations, improved efficiency, reduced costs and simplified audit preparation.
Transform your organization without disruption
Deploying and operating a content management system should be as simple and effortless as using familiar line-of-business applications while existing workflow processes remain intact.
TreenoGCM’s powerful and robust feature set, in conjunction with integrated collaboration and business process management capabilities will enable your organization to improve operational efficiency and productivity without changing the way your employees do business.
TreenoGCM integrates with legacy systems such as core processing, cash management, loan origination, call center, portfolio accounting, ERP and CRM solutions, delivering a single point of access to information and workflow across your financial enterprise, even with the most complex, multi-site network.
Simplify regulatory compliance
Reduce the audit preparation process from weeks of tedious work down to hours using Treeno’s powerful system.
Financial services organizations are constantly under the gun when it comes to staying current with regulatory compliance processes. The first step towards ensuring compliance with security requirements including Gramm-Leach-Bliley Act, FFIEC, California SB 1386, and Sarbanes-Oxley is the increased control and visibility of your documents. In addition, certain regulatory bodies require that documents are purged according to a specific schedule when they arrive to conduct their periodic examinations. The demand is for a system that will integrate with existing business processes for tracking and managing digital and paper-based content across all enterprise wide systems—in real time.
TreenoGCM simplifies the regulatory compliance and audit preparation process for financial services organizations by storing, capturing, organizing and sharing necessary and appropriate documents in a centralized, secure repository, while automated business process management capabilities streamline information access, tracking and reporting.
Ensure document integrity and security
The ability to track and control sensitive information using a centralized repository and clear audit trail is paramount for financial services organizations. TreenoGCM includes comprehensive audit trail capabilities, including task date and time stamp, task originator, task description and related document activities. Treeno customers can virtually eliminate any possibility that documents stored in their system will be altered without detection, ensuring undisputed authenticity of records. And integrated notification capabilities inform users when relevant content within the repository is updated. Disaster recovery is also greatly improved, as items previously managed via fax, mail and other paper means are now stored in the Treeno repository server. With TreenoGCM, documents of all types can be backed up in a secure fashion and protected from theft, accidental loss or destruction.
To learn more about how Treeno can help your organization, call us at 1-800-528-5005 (U.S. & Canada), 1-603-570-4317 (outside of U.S. and Canada) or visit us on the Web at http://www.treenosoftware.com/
951 Islington Street Portsmouth, NH 03801 800.528.5005