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Records and Information Management

RIM software for finance

RIM software for finance

Records and Information Management

RIM software for finance

TAB FusionRMS helps you manage all of your records in one system, make better decisions, save money, maintain compliance and reduce risk.

Manage all of your records

  • get a single, secure document repository for easier records oversight and control
  • manage paper and electronic records in one system
  • automatically import emails and documents created in banking software

Make better decisions

  • get a real-time view of all records-related activities with customizable reports.
  • make effective and timely customer service decisions with instant access to customer files
  • improve sales targeting with a holistic view of customer activities

Save money

  • save on courier costs by making fewer document transfers between branch offices
  • reduce credit losses with a complete view of customer credit histories
  • streamline workflows and improve productivity with easy document sharing

Maintain compliance and reduce risk

  • eliminate records management “blind spots”, ensuring that all records comply with applicable legislation
  • automatically apply rules for records retention and disposition
  • manage security with permission-based access at the collection, file and document levels
  • provide evidence of compliance through audit trail (chain-of-custody) reporting functions
Monroe Bank | TAB FusionRMS gives Monroe Bank fast access to information

TAB FusionRMS gives Monroe Bank fast access to information

Learn how Monroe Bank used TAB FusionRMS to maintain compliance and track over 3 million documents.

View Case Study

Learn more about RIM software for the finance industry.

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