SideKick document services for the Finance & Banking industry provide an easy-to-use, central access point for your Finance & Banking documents. Whether you help develop financial strategies for your clients or manage financial information in a bank, our enterprise content management solutions can be configured to fit your office.
Finance & Banking Document Management
From money management and banking to personal investments and venture capital, helping your clients understand and manage their finances better generates information that quickly consumes valuable space in your office. More importantly, in an era where technology moves almost as fast as the speed of light, the ability to access your clients’ information rapidly can separate you from the competition. Document management software in the 21st century solves both of these problems and more!
Ready to Organize Your Documents?
Banking
- Account Enrollment Applications
- Account Statements
- Account Closing Forms
- Checking and Debit Applications
- Direct-Deposit Enrollment Forms
- Automatic Payment Change Request Forms
- Transaction Search Forms
Investment
- Authorization Forms
- Disclosure Statements
- Stock Power of Attorney
- Dividend Tax Exemptions
- Indemnity Agreements
- Informal Trust Agreements
- Shareholders Agreements
- Investment Performance Summary Reports
- IRA related documents
Accounting & General Finance
- Transaction records like Purchase and Sales Registers, Cash and Bank Books and General Journals
- Audit worksheets for each client and accounting year
- Audit queries raised and clarifications received from client’s management
- Audited accounts and reports thereon
- Cost estimates by product, department and cost element
- Cost reports that compare actual costs against original estimates