FileBound for Financial Services Workflow

Increase Efficiency, Attain Accountability, and Improve Compliance with Ease

There’s no question; from regulatory compliance standards, to data security, to audit procedures, the Financial Services industry faces complex and unique challenges that must be conquered in order to effectively and reliably serve your customers. For Financial professionals, FileBound workflow and automation solutions can be tailored specifically to these challenges.

With FileBound, we alleviate the burden for you and your employees by anticipating actions that need to be taken to keep everything running smoothly while remaining federally compliant. FileBound seamlessly integrates with your company’s existing ERP, CRM, and other business systems. We simplify back-office procedures so you can quickly locate specific information and documents in a snap, route appropriate documentation with ease, and work to eliminate the cost and headaches associated with maintaining paper-based processes. Tracking financial agreements and contracts, a historically complex and time-consuming process, can now be monitored step-by-step from arrival through execution.

Our cloud-based storage also means your customer data is securely and reliably protected according to industry standards and compliance mandates. But in addition, storage in the cloud means that every version of every document is available for review, meaning your records are completely retained and audit-ready, anytime you need them.

Most importantly, the long term benefits of incorporating FileBound into your existing systems goes beyond back-office innovations. A professional, innovative approach to document workflow means you can offer your customers improved – sometimes instantaneous – service that will exceed expectations. By automating appropriate processes, new accounts can be opened faster, contracts can be routed seamlessly, and customers reap the ultimate benefits. By incorporating FileBound’s solutions, you will promote your brand’s reputation for cutting edge technology and next-level customer service.

Ready to revolutionize your industry with FileBound's solutions?

DATASHEET

FileBound Overview

Upland’s FileBound delivers document and workflow automation applications that improve...


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DATASHEET

FileBound Workflow

FileBound manages activities like routing documents, verifying data...


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DATASHEET

FileBound Cloud

FileBound Cloud delivers agile, secure document and workflow automation in the cloud.


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DATASHEET

FileBound Electronic Forms

Save time, securely collect data, capture signatures, and improve productivity with e-forms.


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VIDEO TESTIMONIAL

American Equity

This company harnesses FileBound's solutions for document management and Accounts Payable processes....
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NEWS

FileBound by Upland Delivers Powerful Enhancements to Forms and Integrations in New Release

The new FileBound saves time and simplifies workflow and document...


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