Document Management System For Banks

Automated Efficiency. Tailored Compliance. Peace of Mind. 

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Financial institutions deal with thousands of important and sensitive documents daily, including financial statements and loan applications to transfers and personal details. Keeping track of these documents, ensuring they are properly stored and maintaining compliance with regulatory measures can be time-consuming and complex.

That’s why banks and other financial organisations increasingly need to rely on records and data management software. This needs to be reliable, effective and scalable to accommodate the fluctuating demands of the banking sector.

Our document management system for banks can help to solve workflow and records management issues safely and securely, even when dealing with high volumes of documentation and sensitive information.

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Software Options:

Our software options include FileTrack, an intuitive system that provides the flexibility to grow with your records and information policies, ensuring an accurate audit trail is maintained throughout the life cycle of any record. Compliance is always key in financial institutions, and our docuement management system for banks allow you to set up alerts when compliance risks occur, helping you to avoid fines and penalties.  

What Our Software Offers:


Contact our team to learn more about our software and consulting services, or book an enquiry to discuss your options.

Frequently Asked Questions

How does Intandem's software assist financial institutions with document management?

Intandem's software helps financial institutions manage high volumes of sensitive documents by providing reliable, effective, and scalable records and data management solutions.

What features support compliance in financial document management?

The software maintains accurate audit trails and allows for the setup of alerts when compliance risks occur, helping institutions avoid fines and penalties.

Can the system adapt to the changing demands of the banking sector?

Yes, the software is designed to be flexible and scalable, accommodating the fluctuating demands of the banking sector.

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Guide to improving your business workflow & efficiency

  • Reduce errors: Minimise common mistakes by automating repetitive tasks and ensuring data accuracy.

  • Cut costs: Streamline operations and save time by eliminating manual data entry and reducing bottlenecks.

  • Improve efficiency: Boost productivity and focus on high-value tasks by automating routine processes.

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Trusted by teams across the UK

See what our clients say about working with us

We are delighted with the efforts of Intandem Solutions. They have delivered exactly what we asked for, the users are very happy and we have a demonstrable improvement in the quality and speed of management information relating to one of our critical services.
Williams Lea
In 2006 Intandem Archive was selected for physical document tracking and was integrated for a pilot in the London Property Group. The File Tracking solution was since rolled out across the UK during 2007 and 2008.
Addleshaw Goddard
With File Tracker our solicitors have gained the trust of legal assistants. They feel confident letting go of the files knowing they will be able to retrieve them again.
Hill Dickinson

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