For financial service providers
Annual accounts, correspondence and supporting documents scattered across portals, email and drives? DoCoNEXT brings every client file together in one secure environment, fully under your own management.
Client files fragmented across systems
Documents sit in the portal, in inboxes and on drives. During a review or handover it takes days to get a file complete.
How we solve this
DoCoNEXT Core gives every client file a fixed structure with metadata and version control. Filer links email to the right file and Finder searches everything at once.
Requesting documents means endless email traffic
Every filing or audit round starts with emails, reminders and attachments in all shapes, error-prone and hard to track.
How we solve this
With DoCoNEXT Atrium you work per client in a secure shared environment: submitting, reviewing and aligning documents in one place, without attachments going back and forth.
AML rules and file obligations demand demonstrability
Regulators expect file management, retention and access to be demonstrably in order, even years later.
How we solve this
Metadata, version control and access structures make your files demonstrably complete. Everything runs under your own management, so you know exactly where client data resides.
Curious what DoCoNEXT can do for your organization?
Send us a message and we'll gladly set up an informal introduction.
Contact usPhone
+31 (0)85 047 9342Follow us on
LinkedInAddress
Statensingel 2 – 1.25, 6217KD Maastricht, The Netherlands