Supporting Global Document Management

Financial services and insurance organizations are rushing to improve service levels and customer relationships while facing intense competition, reduced margins and stringent compliance regulations. For years, the industry has used IntraLinks On-Demand Workspaces™ for critical processes like M&A, loan syndication and fundraising. Today, executives are expanding their use of online workspaces to meet regulatory requirements, provide audit trails, safeguard critical information and streamline operations.

IntraLinks can help you:

• Accelerate collaboration and communication. Provide a single, secure location for all internal and external parties around the globe to easily access and exchange up-to-the-minute information. Documents can be accessed 24/7/365 from any computer via any standard web browser.
• Streamline exchange of critical information. Eliminate tedious searches through paper and individuals’ hard drives for critical documents. A centralized, virtual repository can make all your important documents viewable to authorized parties anywhere in the world.
• Eliminate traditional processes and cut costs. Reduce the paper, faxing, copying and mailing costs of paper-based processes by using an online workspace to store, send and receive electronic files and transactional records.
• Manage document access. Control access to your workspace so you can govern who sees which documents, as well as prevent unauthorized printing, copying or forwarding. A full audit trail is captured to support regulatory compliance.
• Keep documents current. Ensure that all parties are looking at the most recent and accurate information with an online workspace and eliminate incidences of outdated materials being distributed.
• Remove technology roadblocks. Eliminate unmanageable FTP sites and internal servers and avoid security concerns and capacity limitations of email by distributing information quickly and securely with an online workspace.
• Accelerate the M&A and loan syndication processes. With a secure, online workspace accessible 24/7/365 from anywhere in the world, multiple investors and lenders can quickly review documents, shortening deal times while minimizing related costs.
• Monitor document access. Real-time reports let you track access at the document level in order to monitor workspace activity, gauge buyers’ interest levels, audit employee activity or manage the communication process.
• Build compliance into the process. Our sophisticated tools, such as the IntraLinks DCM Compliance Suite, enable compliance teams to rigorously control access to and monitor who has accessed public or private information.

We Make It Easy

Moving to an online workspace is easy. Our On-Demand Workspaces™ are a true turnkey solution, requiring no additional hardware or software, no expensive training programs and no new demands on internal IT resources. Whether you set up the workspace yourself, or have our team assist you, you’ll be up and running in days.