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Solution Vertical

Financial Services Document Management

Enable new business through automation of the document-dependent work involved in managing new clients, their loans, and other financial services.

Why Revver

Automation Tools For Better Client Wins

Financial institutions, such as banks and credit unions, benefit from advanced technology solutions that enhance client outcomes with efficient document management

  • Boost efficiency and improve organization
  • Keep finance documents, including loan documents, moving to the right people
  • Compliance tools for government and industry regulations
  • Simplify audits and the auditing process
  • Complete mobility—work anytime, anywhere, with all your documents at your fingertips
Core Use Cases

EASY AND ACCURATE FINANCIAL PROCESSES

Keep your clients’ finances secure and accurate with more efficient tools for monitoring their information.

5

Home, Auto, and Signature Lending

Automate the creation and organization of the many loan documents involved in initiating and managing loans for members.

5

Audits and Compliance

Securely collect and collaborate on financial records and documents to ensure their accuracy and compliance with applicable laws and regulations.

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Member Services

Revver creates a secure hub for managing client documents and information, ensuring efficient and secure financial services document management. This gives the organization accessibility of vital finance data for members.

Key Features

FINANCE AND ACCOUNTING TOOLS FOR BETTER PLANNING

Everything you need for giving clients the best outcomes possible.

Automated Data Extraction

Extract essential data from your most used documents. Creating a profile of metadata allows you to route documents to the right locations and trigger automated workflows.

Smart Online Forms

Simplify the lending process for members by providing smart forms they can fill out online through a secure hub. The data can be extracted to initiate more workflows.

Workflows

Initiate automated processes to ensure that documents involved in lending and member services are always moving and working for you, rather than staying static.

Governance

Further automate your document processes by attaching automated actions to individual documents or folders, involving retention and deadlines.

Impact

IMPACT ACROSS THE ORGANIZATION

Revver’s practicality doesn’t just end with your lending and member service functions. Implement better document management in all aspects of the business.

HR

HR

Accelerate onboarding, benefits management, and other employee-driven document work with Revver. HR can stay focused on the people, instead of the document work.

Operations

Operations

Whether you’re in manufacturing, financial services, or development, having smooth business operations requires mountains of documentation that needs to be kept track of. The paperwork behind every part, every order, every asset your business needs can be organized with Revver.

Accounting

Accounting

Keep your own business’s finances accurate and organized with accounting tools from Revver. For billing, bookkeeping, auditing, and taxes, leverage Revver’s advanced organization and automation capabilities.

IT

IT

Keep vital data and access to applications secure with Revver’s admin tools and protocols that are easy to implement and streamline with your IT infrastructure. Furthermore, create and store IT documentation in a secure and organized manner.

"It is a very easy file-sharing portal. I like how it's a straightforward mechanism to receive and retrieve documents securely. "

G2 User in Finance

"I love the customer support. When I needed to contact customer support, they were super helpful, kind, and speedy! There are those companies where you just hate calling customer support because you know they take forever or are just plain rude. That is definitely not the case with [Revver]."

G2 User in Finance

"It was easy to use and get set up for our specific client base and firm. The customer support is also amazing!."

G2 User in Finance

"It was easy to use and get set up for our specific client base and firm. The customer support is also amazing!"

G2 User in Finance

"It is easy to organize our client information in layers of folders. We scan all of our client information and save it electronically. It has always worked like a charm. It is very easy to teach a new employee how to use, and the search feature helps us find what we are looking for."

G2 User in Finance

Perspective

THE ULTIMATE GUIDE TO FINANCE AUTOMATION

eBook

The Ultimate Guide to Finance Automation

Through exceptional document management for financial services, we drive results that benefit the entire business, from time and cost savings, improved quality, employee satisfaction, and even revenue generation.

Meet Revver

Put your documents to work with the world’s first platform to automate document-dependent work.

Revver Overview >

Transform document-dependent work to a powerful source of growth and positive impact.

Why Revver >

Analytics and reporting on the work being done across the platform, to fuel improvements and efficiency gains.

Revver Reports >

Learn more by use case
Employee management

Automate HR-related document work for personnel

New business onboarding

Power new business through document-based processes

Client management

Digital hub for collaborating with customers on all document work

Repetitive operations

Automating repeatable document-related business processes