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Financial Services Industry Solutions and Expertise
With the plethora of regulations faced by financial services and insurance institutions, there is a need to address the increasing demands of compliance, requisite automated auditing demands, faster and smarter decision making, and line of business integration.

Gig Werks, having worked with a number of Financial Services clients, has developed deep expertise around business processes and has partnered with key independent software vendors to fill the feature gaps required to deliver key areas of functionality. This expertise allow us to provide solutions that provide secure, auditable and compliant content, automation of business processes and business intelligence and reporting.

Click any topic below for more information:

Compelling Out of the Box Business Solutions for
Financial Services Include:

Reporting and Business Intelligence

Enterprise Content Management


Line of Business Integration

Learn more about the Out of the Box features of SharePoint

Advanced Business Solutions for the Financial Services Industry Include:

Advanced Compliance Workflow Solutions for Financial Services with NintexFinServNintex.png

With the exorbitant amount of regulations placed on Financial Services organizations, there is an increased need to keep secure and compliant data.

With SharePoint and the new solutions from Nintex, you can easily transform key business processes into automated workflows and help protect your organization from unwanted legal issues and that data distribution and activities meet all regulatory requirements including auditing by the SEC. 

These workflow solutions include:

Redline, Redact, Markup, Collaborate and Review Content in SharePoint
Leverage Gig Werks ProjectReady Applications to deliver Redlining, Redaction, and Markup of content in SharePoint.

  • The ProjectReady viewer features include:FinServAccusoft.png
    • View any document or image from your SharePoint repository in a browser window
    • Annotate, Redact, Markup, Collaborate and Review Content
    • Quickly view documents from within the search results in SharePoint with integrated SharePoint search
    • Protect Sensitive Information in SharePoint
  • Learn More about the ProjectReady Viewer and Gig Werks Expertise for Financial Services

Electronic Signature and Digital Transaction Management
Gig Werks, a certified Docusign partner, offers the expertise and experience to deliver the DocuSign solution to provide electronic signatures and digital transaction management in SharePoint.

The DocuSign solution for the Financial Services Industries includes the ability to:

  • Streamline your audit, SOX and HIPAA compliance processes, which are completely secure and tamperproof, with a comprehensive audit trail and retention policies to match your own
  • Collect information to properly invoice customers and feed data directly into your billing system, reducing errors and accelerating billing
  • Get employees to electronically sign expense reports, improving cash management and increasing compliance
  • Embed DocuSign into your existing inventory management forms and processes, saving time, reducing errors and increasing visibility
  • Use electronic signatures to streamline new accounts, consumer loans, money movement and more to get assets under management faster and improve client experiences
  • Digitally manage end-to-end business-critical transactions involving people, documents, and data inside and outside of the firewall
  • Use electronic signatures that are valid and legally binding around the world
  • Comply with the U.S. federal ESIGN Act and UETA Act, as well as many other laws and statute
  • Legally enforce eSignature, including non-repudiation audit trail, bank-level encryption, tamper-proof certificates, chain of custody, and multi-factor authentication
  • Work Anywhere and from any device
  • Easily integrate DocuSign’s digital transaction management solution into your business applications
  • Quickly execution of Non-Disclosure Agreements and Contracts
  • Easily get employees to electronically acknowledge and sign internal company policies, helping improve adherence and compliance.
  • Learn More about DocuSign and Gig Werks Expertise for Financial Services

Scan, Capture and Integration of Data
Gig Werks, a certified Ezescan partner, offers the expertise and experience to deliver the Ezescan solution to Easily Scan, Capture and Integrate Data into SharePoint.

The Ezescan solution for the Financial Services Industries includes:

  • Easy Batch and Automation of Document Scanning
  • Scan/Import as many documents per day as you like to your network drive or Document Management system
  • Capturing Data From Your Documents & Speed Up Data Entry
  • Indexing of metadata to be manually entered, or automatically captured from forms using EzeScan’s builtin recognition engines
  • Recognition Engines include:
    • OCR (Type characters)
    • ICR (Handwriting)
    • OMR (Tick boxes)
    • BCR (Barcodes)
    • MICR (Magnetic ink characters)
    • MICR can be used to capture Magnetic ink character data off scanned cheques
    • Smart OCR (Supplier Invoice Processing)
  • Use of recognition engines (OCR, ICR, BCR, OMR, MICR) to build highly automated data capture workflows
  • Push Valuable Data Into Line Of Business Applications
  • Application of strict data verification rules to all field data thereby ensuring good quality data is captured
  • Easily create images & metadata for every document processed
  • Learn More about Ezescan and Gig Werks Expertise for Financial Services


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