Finance & Banking
We serve leading banks by securely managing sensitive information, ensuring compliance at every step, and providing accurate answers to customers and regulators.
Trusted by global financial services companies
Make compliance documentation easy to create, update, and distribute across the organization, ensuring your teams always adhere to the latest regulations.
Centralize and manage internal policies for everything from loan processing to fraud detection, making critical information instantly accessible to your teams.
Equip customers with a secure self-service portal to find instant answers about account management, product features, and policies, reducing the burden on your support teams.
Accelerate the training process for new hires with a centralized knowledge hub for all training materials, policies, and procedural guides.
Automate your content lifecycle with intelligent approval flows, moving articles from draft to publish with the right stakeholder sign-offs and a complete, auditable record for compliance.
Access enterprise-grade security through full GDPR compliance and SOC 2 Type II certification. Our commitment to data privacy and independently audited security controls provides a verifiable peace of mind.
Protect sensitive information with industry-leading access controls. Use SSO, IP restrictions, and granular permissions to ensure only authorized personnel can view or edit critical content.
Ensure and track that critical policy updates have been read and acknowledged by every relevant team member, creating a transparent and auditable compliance trail.
Don’t just manage content, monitor its entire lifecycle. Track every view, edit, and permission change to maintain a complete record of activity for security and compliance.
Document360 has helped ease the load on our customer support team because customers are now enabled to handle issues themselves.
Communications and PR Manager, Comgate
We are sure Document360 will be a game changer for us, with its search functionality and translation capabilities, in helping people access information quicker.
Senior Technical Writer, Abrigo
We have been using the Document360 Knowledge base for both our membership help guides & our internal process documentation. The ease of integration of knowledge base to our membership web portal & management options is second to none. I would recommend Document360 as a first-class knowledge base solution.
Lead Software Architect, Corporate Central credit union
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