Financial Services
Improve the Client and Employee Experience.
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Improve the Client and Employee Experience.
Proventeq empowers financial services organizations to navigate regulatory complexities, enhance security, and streamline operations with our advanced content migration and digital transformation solutions. Discover how we can help you achieve compliance, efficiency, and growth in a highly regulated industry.
Financial services organizations face unprecedented challenges in today’s fast-evolving digital landscape. Stringent regulations such as GDPR, Dodd-Frank, AML/KYC, and PCI DSS demand robust compliance and governance frameworks.
Rising cybersecurity threats require secure content management to protect sensitive client data. Legacy Enterprise Content Management (ECM) systems often hinder operational efficiency and collaboration, while clients expect transparency and seamless digital experiences. Proventeq understands these pressures and delivers tailored solutions to modernize content management, ensure compliance, and drive business success.
Proventeq offers a suite of solutions designed to address the unique needs of financial services firms, leveraging our expertise as a Microsoft Solutions Partner, Box Partner, Intapp Certified Implementation Partner, and Liferay Gold Partner.
Seamlessly migrate legacy ECM systems (e.g., OpenText, iManage, Documentum) to modern platforms like Microsoft 365, Box Content Cloud, or Liferay DXP, preserving metadata, permissions, and compliance requirements.
Utilize Microsoft Syntex, Box AI, and our Content Insights tool to automate document classification, metadata extraction, and compliance workflows, reducing manual effort and errors.
Integrate platforms like Microsoft Teams, Intapp Collaboration & Content, and Box to enable secure, role-based access and enhance team productivity across distributed environments.
Implement Microsoft 365 compliance tools, Box Governance, and Intapp Data Foundation to meet GDPR, AML/KYC, and other regulatory standards while ensuring robust data security.
Build intuitive intranets and portals with Liferay DXP or Microsoft SharePoint Online, improving employee engagement and content accessibility.
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“A unique and complex migration, with problems solved in flight in order to deliver successfully. We have validated that the entire content has been migrated. Return on investment has been proved in terms of our ongoing DfE savings, having moved from Echo Meridio.”
Philip Humphries
Head of Knowledge & Information – Department of Education
Migration from Meridio to SharePoint Online
Our solutions deliver measurable benefits to financial services organizations:
Proventeq has a proven track record of delivering transformative solutions for financial services clients:
Migrated over 500TB of content from OpenText to Box Content Cloud for a leading financial services firm, integrating with Microsoft 365 to enhance secure collaboration and compliance, saving significant annual licensing costs.
Transitioned a global law firm’s legacy iManage system to Intapp Documents, preserving metadata and enabling seamless integration with Microsoft Teams for improved matter-based workflows.
Deployed a mobile-responsive intranet for a financial institution using Liferay DXP, improving employee access to resources and reducing content retrieval time by 30%.
Leveraged Microsoft Syntex to automate document classification and metadata extraction, ensuring GDPR and AML/KYC compliance while reducing manual processing time.
77% of Financial Institutions currently
use predictive analytics in their operations.
Choose Proventeq to transform your healthcare operations with confidence:
Trusted as a Microsoft Solutions Partner, Box Partner, Intapp Certified Implementation Partner, and Liferay Gold Partner.
Our Migration Accelerator ensures full-fidelity content migrations with AI-powered metadata enrichment for compliance and efficiency.
Deep expertise in financial services, addressing compliance, security, and operational challenges.
End-to-end services, from content analysis and migration to user adoption training, maximizing ROI.
Contact Proventeq today to discover how our intelligent content solutions can drive compliance, efficiency, and growth for your organization.
Proventeq experts will be in touch shortly after your first communication to establish a consultation or demonstration of products and services.
+91 775 698 9979
Unit No 104, Tower S-4,
Cybercity,
Magarpatta City, Pune,
Maharashtra 411013, India
+971 52 5960134
#3, PO Box 73000, Tecom, In5
Tech Innovation Center,
Dubai Internet City, Dubai,
UAE
