Skip to main content

Financial Client Filing System Software


A bank which shows importance of having a client filing system

Financial institutions deal with thousands of important and sensitive documents daily, including financial statements and loan applications to transfers and personal details. Keeping track of these documents, ensuring they are properly stored and maintaining compliance with regulatory measures can be time-consuming and complex.

That’s why banks and other financial organisations increasingly need to rely on records and data management software. This needs to be reliable, effective and scalable to accommodate the fluctuating demands of the banking sector. 

Our software can help to solve workflow and records management issues safely and securely, even when dealing with high volumes of documentation and sensitive information. 

Software Options:  

Our software options include FileTrack, an intuitive system that provides the flexibility to grow with your records and information policies, ensuring an accurate audit trail is maintained throughout the life cycle of any record. Compliance is always key in financial institutions, and our systems allow you to set up alerts when compliance risks occur, helping you to avoid fines and penalties. 

What Our Software Offers: 

  Help to solve workflow issues and reduce the need for repetitive tasks
  Compliance and data protection
  Flexibility and scalability 
  Superior speed to delivery 
  High-level security


Contact our team to learn more about our software and consulting services, or book an enquiry to discuss your options.

Don't Just Take Our Word For It

We have provided expert software for a range of people, hear about how we have helped some of our clients.

left-quote Created with Sketch.

We are delighted with the efforts of Intandem Solutions. They have delivered exactly what we asked for, the users are very happy and we have a demonstrable improvement in the quality and speed of management information relating to one of our critical services".

- Williams Lea
left-quote Created with Sketch.

In 2006 Intandem Archive was selected for physical document tracking and was integrated for a pilot in the London Property Group. The File Tracking solution was since rolled out across the UK during 2007 and 2008.

- Addleshaw Goddard
left-quote Created with Sketch.

With File Tracker our solicitors have gained the trust of legal assistants. They feel confident letting go of the files knowing they will be able to retrieve them again.

- Hill Dickinson
left-quote Created with Sketch.

Since going live we have seen a 25% increase in the number of items the team can handle which makes us more competitive….and a reduction in the number of issues encountered – with no lost items”

- Ecourier

Ready To Talk?

Get in touch today and talk to one of our experts on how our services can help you!

All you have to do is fill out the form and speak to an expert today!

Latest Articles from Our Blog

Records Management Software For Ensuring Government Compliance

Not only is good record keeping important for organisational efficiency and productivity, it’s also essential for government compliance. Since the implementation of the General ...
Intandem Solutions

How Mailroom Tracking Software Can Streamline Your Mailroom Operations

Mailrooms are busy places, particularly in large, multifaceted organisations. This can make it easy for things to get misplaced, be redirected incorrectly or even go missing ...
Intandem Solutions

The Benefits Of File Tracking Software Over Excel Spreadsheets

Microsoft Excel is a mainstay of most office computer systems and the software definitely has its uses when it comes to organisation, record keeping and planning.
Intandem Solutions