Secure, Compliant, and Future-Ready Document Management for BFSI
The Banking, Financial Services, and Insurance (BFSI) sector thrives on precision, compliance, and trust. With 10Fingers BFSI Document Management System (DMS), institutions can digitize, organize, and secure every document—delivering compliance, speed, and exceptional customer service.
The Challenge: Manual BFSI Document Management Slows You Down
- Time-consuming retrieval of KYC and loan files
- Rising storage and compliance costs
- Risk of data breaches and regulatory penalties
- Slower customer service due to scattered records
- Paper-heavy workflows with zero audit visibility
The Solution
A secure, AI-powered Document Management System designed for BFSI that offers instant access, compliance-ready records, and automated workflows.
- Instant Access: Retrieve files in seconds
- Secure Storage: Encrypted & role-based access
- Compliance-Ready: RBI, IRDAI, SEBI standards
- Workflow Automation: Reduce manual handling
Key Features
Centralized Digital Repository
Store all KYC, loan, policy, and investment documents in one secure hub.
Instant Retrieval
Access files like account statements, policy records, and customer documents in seconds.
Regulatory Compliance
Tamper-proof records with full traceability for RBI, IRDAI, and SEBI audits.
Workflow Automation
Digitize approvals, claims processing, and loan applications to reduce manual handling.
Analytics & Reporting
Generate reports and compliance documentation effortlessly.
Secure Cloud Storage
Encrypted cloud backups ensure business continuity and disaster recovery.
Who Can Benefit?
- Banks & NBFCs
- Insurance Companies & Brokers
- Mutual Funds & Investment Firms
- Wealth Management & Advisory Firms
- FinTech Platforms & Digital Lenders
Why BFSI Leaders Choose Digitization
- Instant access to KYC files, account statements, and policy documents
- Stronger audit trails and regulatory compliance with tamper-evident records
- Quick response to audit requests and customer queries
- Streamlined workflows with digital archives replacing paper-heavy processes
- Reduced storage and operational costs through automation
Future-Proof Your BFSI Records
Don’t let slow, outdated document processes impact compliance or customer trust.
Upgrade to BFSI Document Management System and make your operations faster, safer, and audit-ready.
