Solutions for Banking
Beginning with our first customer in 2004, FileTrail has over fifteen years of experience in serving the needs of banking and finance customers. Today, we work with hundreds of the top U.S. banks; building superior Information Management solutions configured to meet their needs.
Our innovative Information Management solution’s configurable platform allows organizations to apply security protocols and compliance regulations. In doing so, FileTrail can help you increase efficiency while meeting the strict needs of today’s shifting regulatory environment.
Built with the Client in Mind
Know Where Every Record Is
Calculate retention with matter close date.
Apply holds by matter to specific records.
Build ethical walls or sync with IntApp.
Archive records based on activity.
Online review of disposition dates.
Email alerts for reviews and escalations.
Streamlined disposition and destruction.
Communicate with storage vendors.
Easily Locate & Retrieve Records
Powerful search on any field.
Simple download of search results.
Create ad-hoc results with ease.
See ranked results from full text search.
Activity dashboard for file room personnel.
Automate off-site disposition and archival.
Print plain or color coded labels.
Batch creation using templates.
Transition to New Technology
Experience with migrating legacy data.
Exchange legacy functionality with similar but optimized features.
Guaranteed commitment to law firms.
Customer feedback impacts new releases.
Continual advancements with regularly scheduled product updates.
Upgrade easily without extra help.
Stay Current & Up to Date
100% browser-based application.
Access on your PC, tablet or smart device.
Store on premise or in the cloud.
Protected and secured with proven vulnerability testing.
AD and SAML authentication.
Lower Costs with a Better Fit
Quick deployment and lower costs.
Create unlimited user-defined fields.
Configure search forms and results to fit.
Configure operational changes in file rooms.
Limit access to batch creation templates. Control access with granular privileges.
Calculate archiving and disposition dates.
Automate disposition workflow.
Actionable dashboard monitors reviews.
Email notifications drive reviews.
Clients Love FileTrail
Interested in learning about how FileTrail can help your organization?
Schedule a demo or contact us today.