The financial services industry has experienced incredible change in the rules and regulations governing the management of how information is stored, archived, retrieved and disposed.

With numerous document and information repositories across numerous physical and digital platforms, it can be a challenge when trying to manage your data.

Having a centralised solution to store and manage your information will help ensure that you have full visibility of your data and that you are compliant with industry regulations.   

Our solution

Equiniti can help you achieve compliance and flexibility through our cutting edge document and records management solution. Based on a Microsoft SharePoint platform we help you adhere to regulations when providing information whether that is a request for investment details, what information you hold regarding a  client or minutes of a meeting.

Microsoft SharePoint has proven to be among the most effective software platforms for financial service institutions to facilitate collaboration and management of information assets. Equiniti builds on this platform to ensure you have a compliant, easy to use and cost effective content and record management solution that meets the needs of your organisation.

Key benefits

  • Simplifies document retrieval
  • Puts users in control of their data
  • Increased document security
  • Share documents securely
  • Compliant with FCA and European Commission’s 1995 Data Protection Directive regulations

Microsoft SharePoint is an enterprise collaboration platform and can be used in a number of ways including:

  • Record management solutions
  • Content management solutions
  • Intranet/internet/extranet
  • Bespoke solutions