Financial Consulting
Your clients demand personalized service.
Make sure you share it with them safely.
Exchanging contracts, fund performance data and reports with clients is a requirement for financial consultants of all types. Online document management services like Xythos on Demand have evolved to meet this need with easy to use web services technology. Now you can provide the same level of service to your clients once reserved for only the largest financial institutions. With Xythos on Demand you’re in control of all your documents without the hassles of complex enterprise software.
Key Features for Financial Consulting
Protect Sensitive Financial Data
You can’t afford to have client documents end up in the wrong hands. With Xythos on Demand you get the advantage of individual folder and file level security so that you’re in complete control all the time. A common document repository also ensures that you can apply security policies consistently and not have to worry about files scattered on multiple machines.
Eliminate Risks Associated with Email
Email can be one of the weakest links in the collaborative process unnecessarily exposing client data without any record of security breaches. Xythos on Demand provides unique intellittach technology which can automatically replace file attachments with secure file links (URLs). This ensures that documents can only be opened by your clients and that you will know when, and exactly who has looked at them at all times.
Meet Compliance Requirements
Xythos on Demand includes integrated auditing features which give your firm the ability to track all events associated with documents including when they have been accessed, altered or shared. A powerful combination of user authentication, and data transport encryption also protects your sensitive data while it’s being transported across public networks. Time dependent Xythos on Demand tickets even allow you to control access to document after they have been sent to a client.
Process Contracts & Forms
Signature requirements, notary stamps, etc. still require that firms process physical documents. However, Xythos on Demand can help ease the storage and exchange of physical documents too. The service works together with most common scanners and MFP devices allowing you to scan client documents into secure web folders where they can be more easily managed and safely reviewed online. Metadata support helps support advanced document classification and searching.
Financial Customer Example
“Our clients choose us for the combination of personalized expertise that we bring to wealth management and estate planning. Our relationships are built on trust and often span decades so we can’t afford to use any technology that will put that at risk. However, when we saw the growing number of accidents that have occurred when sensitive data was exposed due to laptop theft, inadequate storage procedures and unprotected sharing we knew we needed to do something.”
“We looked at services that provide remote access to users PC’s but that didn’t address the policy problem. We must follow a common set of rules regarding how we manage and store client documents. Xythos on Demand makes it easy for our advisors to store all of their client files in a single place that is backed up and secure. They use the service’s ticket feature almost every day to safely exchange investment data with clients. Our managing director can easily review activity associated with any client and keep tabs on the security of all of our business documents. We’ve reduced our distribution costs and physical document storage requirements significantly with Xythos.”