Reinventing Deal Execution and Compliance

Work flow

WallStreetdocs WorkFlow is a work flow solution that allows banks to automate their entire documentation process, from data capture to execution to storage.

Our work flow tool is easy to set up and configure for the typical documentation processes in a bank. It can be used to route documents between different departments for review, approval and storage. Each department can be assigned separate permissions. All actions can be taken by email or through our web interface.

DEMONSTRATION

Contact us to arrange a live demonstration or a WebEx meeting.

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