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Financial Services

Improve the Client and Employee Experience.

Transforming Financial Services with Intelligent  Content Solutions

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.

Navigating the Financial Services Landscape

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.

Tailored Solutions for Financial Services

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.

By 2025, the global augmented analytics market in Banking, Financial Services and Insurance (BFSI) is projected to reach approximately $3.33 billion
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Content Migration

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.

AI-Powered Automation

Utilize Microsoft Syntex, Box AI, and our Content Insights tool to automate document classification, metadata extraction, and compliance workflows, reducing manual effort and errors.

Secure Collaboration

Integrate platforms like Microsoft Teams, Intapp Collaboration & Content, and Box to enable secure, role-based access and enhance team productivity across distributed environments.

Compliance and Governance

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.

Digital Workplace Modernization

Build intuitive intranets and portals with Liferay DXP or Microsoft SharePoint Online, improving employee engagement and content accessibility.

What Our Clients Say

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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 & InformationDepartment of Education
Migration from Meridio to SharePoint Online

Tailored Solutions for Financial Services

Our solutions deliver measurable benefits to financial services organizations:

  • Compliance Assurance: Meet stringent regulatory requirements with automated governance, audit trails, and secure content management.
  • Enhanced Security: Protect sensitive client data with advanced encryption and secure cloud platforms, reducing the risk of data breaches.
  • Operational Efficiency: Streamline workflows and reduce costs by automating processes and modernizing legacy systems.
  • Improved Client Experience: Deliver faster, transparent services through accessible, well-organized content, fostering trust and loyalty.
  • Scalable Growth: Enable agility with cloud-based platforms that adapt to evolving business and regulatory needs.

Our Impact in Financial Services

Proventeq has a proven track record of delivering transformative solutions for financial services clients:

Global Financial Institution Migration

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.

Law Firm Modernization with Intapp

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.

Bank Intranet Upgrade with Liferay DXP

Deployed a mobile-responsive intranet for a financial institution using Liferay DXP, improving employee access to resources and reducing content retrieval time by 30%.

AI-Driven Compliance for an Investment Firm

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.

Partner with Proventeq

Choose Proventeq to transform your healthcare operations with confidence:

Certified Expertise

Trusted as a Microsoft Solutions Partner, Box Partner, Intapp Certified Implementation Partner, and Liferay Gold Partner.

Proven Technology

Our Migration Accelerator ensures full-fidelity content migrations with AI-powered metadata enrichment for compliance and efficiency.

Industry Focus

Deep expertise in financial services, addressing compliance, security, and operational challenges.

Comprehensive Support

End-to-end services, from content analysis and migration to user adoption training, maximizing ROI.

Ready to Transform Your Financial Services Operations?

Contact Proventeq today to discover how our intelligent content solutions can drive compliance, efficiency, and growth for your organization.

We are always here to answer your questions.

Proventeq experts will be in touch shortly after your first communication to establish a consultation or demonstration of products and services.

UK & Europe
+44 118 907 9296
Reading Enterprise Centre, Reading, Berkshire,
RG6 6BU, UK
US & Canada
+1 949 403 3180
6500 River Place Blvd., Bldg. 7, Suite 250 Austin,
TX 78730 USA
Asia Pacific

+91 775 698 9979
Unit No 104, Tower S-4,
Cybercity,
Magarpatta City, Pune,
Maharashtra 411013, India

Middle East & Africa

+971 52 5960134
#3, PO Box 73000, Tecom, In5
Tech Innovation Center,
Dubai Internet City, Dubai,
UAE