Financial Document Management

Lets find out how VectorViewer can help a Fintech company in managing its complex documents.

Digitize Document Processing

Easily integrate out-of-the-box document processing tools into your existing workflows to accelerate digital transformation. With our full set of API integration you’ll provide users with a more convenient way to view, fill out,audit and submit documents.

Meeting tough Compliance Regulations
  • Our HTML5 Viewer's annotation features enable you to communicate edits or feedback within a document without altering the original content.
  • Our Viewer can open virtually any file format via any web browser without needing other applications or conversion of the file formats.
  • Protect sensitive information in important financial documents by redacting it before sharing the document with others
Focus on Customer Satisfaction
  • Make it easier for your clients to sign up, renew, and conduct transactions by digitizing document processing. Let users view, edit, fill, sign, and submit files from any devies.
  • Free up financial advisors so they spend more time building better customer relationships and cross-selling products and less time on administrative tasks like printing, scanning, and signing.
  • Reduce manual data entry by processing all application forms entirely online. Open, fill out, and submit forms online. Extract and assemble information in your database.

Document Processing

Better Organized Document Processing

Financial documents are rapidly increasing in volume and complexity. This creates a need for financial institutions to speed up the processing of loan applications, mortgage papers, check and money orders and other financial documents. VectorViewer's HTML5 Viewer and Fillable Forms products accelerates document processing at every step of the workflow including document capture, forms processing and much more. .

  • Save time and increase productivity and ROI by retrieving and displaying large financial documents in seconds and hence providing a happy customer.

  • Expedite institution's workflows with easy-to-use collaboration capabilities such as notes, stamps, Checkmarks™, and other collaboration tools.

  • Limitless integration & access to documents to any third party applications using simple APIs that follow standard authentication process.

  • Provide users with custom online document editing tools in your applications. Quickly add a new page , merge multiple docs, or rotate a page.

Easy Loan and Credit Application Processes

Whether you are a established financial institution or a Fintech startup and have built a groundbreaking app that handles key financial tasks in a cuttig edge way. But what about document storage or viewing or editing or annotating ? If you are looking for a modern way to solve these document and forms management problems, then you are in the right place.

Easy to Integrate and maintain solution
  • VectorViewer's integration with any external application that can communicate via REST APIs can happen in days and not months.
  • We are a technology company and do everything that is modern and cutting edge to make sure that our clients have always an edge over their competitors.
  • Never worry about space or speed with which you access documents. Leave that to the document experts so that you can focus on your core features and functionalities.
SaaS or On Premise - We offer both
  • We understand that there are lot of legalities involved in handling financial documents of your clients. If that is a concern go for our On Premise solution where in we can install VectorViewer product suite in your own cloud.
  • Easy licensing options for both On-Premise and SaaS model. Documents too can be optionally stored in your own cloud (when going for SaaS model)
  • Schedule a call today and talk to us on your specific financial application needs, and we can help you make it happen! .

Collaboration & Defining Workflows made simpler & safer.

Increase your investment in Document Management with VectorViewer's HTML5 Viewer and Fillable Forms that enhances and accelerates the viewing and processing of the content in your content management and/or document management system, regardless of application.

Simplify document collaboration

Based on user permissions, users can collaborate on policies and documents using sticky notes, comments, highlighter, rubber stamps, e-signature and more. VectorViewer's Annotations are JSON based enabling you to search information in an annotation as well as export information for tracking purposes.

No Digital Footprints left

VectorViewer's HTML5 Viewer and Fillable Forms products ensure that there is no digital footprint left either in the client's machine or financial institutions who access those documents since documents are viewed online in a browser. This means all client's PII information would never get into wrong hands knowingly or unknowingly.

Setup Fillable Forms Workflow

Easily convert any legacy PDF Forms into online Fillable Form on the fly. Setup rules and validations on the form using Forms Editor and configure digital signatures. Setup workflows on the forms and enable one or more parties to fill and sign the form. Completed forms can be saved back on cloud as simple PDF for future references.