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Finance

Centralized knowledge hub for teams and clients

Stay compliant with Document360

According to Forrester, 40% of financial institutions report significant delays in decision-making due to an inefficient knowledge base resulting in lower regulatory compliance.

Finance

Trusted by global financial services companies

  • corporate central
  • electrum
  • Payoneer
  • comgate
  • watercress
  • abrigo

Your hub for support,
compliance, and SOPs.

Enhance customer experience with AI-Powered help center

Consolidate all member service guidelines, FAQs, and procedures in a single platform, empowering your customers and support team to resolve inquiries faster and more accurately.

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Optimize member services with centralized Knowledge base

Enhance risk management frameworks

Centralize risk management guidelines and protocols to streamline the identification, assessment, and mitigation of operational, financial, market, and credit risks for your teams.

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Enhance risk management frameworks

Streamline regulatory compliance

Integrate KYC, AML, GDPR, and BASEL III requirements into a unified compliance framework streamlining regulatory adherence, minimize compliance risks, and ensure that your institution remains up to date with evolving regulations.

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Streamline regulatory compliance

What makes
Document360 different

GDPR & SOC2

Our platform is fully SOC2 and GDPR compliant, ensuring your data is protected. We also offer private hosting options for companies that wish to host their data in their own premise.

GDPR & SOC2

Access critical financial information

Empower your team to swiftly retrieve essential financial documents and policies with advanced search functionality, ensuring timely decision-making and efficient client service.

AI Search

AI Glossary Generator

AI Glossary Generator automatically creates a list of important financial terms with easy-to-understand definitions. This helps both your teams and clients quickly grasp complex terminologies, improving communication and making your knowledge base more accessible.

AI Glossary Generator

Protect sensitive financial data

Secure your financial institution’s most critical documentation and records by ensuring that only authorized personnel have access by implementing advanced role-based access controls.

AI Search

Streamline access and security

Simplify access to multiple systems by implementing Single Sign-On (SSO), enhancing security while improving the user experience across your financial institution.

Streamlined regulatory compliance checks

Tailor your platform

Customize the platform to align with your institution’s unique needs, from personalized branding to specific workflow configurations, ensuring a solution that fits seamlessly into your operations.

Tailor your platform

Connect with all your
favorite apps

Built for every
role in your team

  • Enhanced analytical precision
  • Improved data insights
  • Efficient reporting

  • Lowered legal risks
  • Enhanced regulatory adherence
  • Simplified audit process

  • Increased operational efficiency
  • Reduced process errors
  • Faster onboarding and training

  • Improved risk mitigation
  • Enhanced operational resilience
  • Reduced compliance risks

  • Faster decision-making
  • Reduced operational errors
  • Increased client satisfaction

Document360 in action

Take a look at some of our live customer

Read what users love about Document360

corporatecentral

Document360 has helped ease the load on our customer support team because customers are now enabled to handle issues themselves.

Michal PetrĂ¡k | 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.

Ben Anderson | Senior Technical Writer, Abrigo

corporatecentral

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.

Jevon Cliffgard | Lead Software Architect, Corporate Central credit union

Top choice on G2, Capterra, and beyond…

  • G2 Leader
  • G2 Leader
  • Software Reviews
  • Source Forge
  • Software World
  • Software Suggest
  • Software Reviews
One platform, to solve all your knowledge base challenges

Create your
help center today!