Finance / Banking Document Management: Redefined

In the finance and banking industry, you're an integral part of the economy, and helping others reach their financial goals. Let PowerDMS™ help manage your employees. 

Free Demonstration of PowerDMS™

Old Document Management Processes Bankrupt?

With so many money matters swirling in your head, who has time to worry about obtaining certifications for the latest best banking practices? PowerDMS™ provides a paperless, easy-to-use solution that handles it all: finance policy management and electronic signatures, finance/banking e-training, certification testing and satisfaction surveys.

POLICY compliance management software lets you upload and create documents within a completely online environment!

Depend on us for an all-in-one finance/banking policy management system. Author or upload policies within the program, and collaborate through an approval process, and capture electronic signatures.

Embrace virtual classrooms with TRAINING elearning software!

Give employees the tools to learn about the newest regulations through our e-training software, where they can review documents and other media and take tests at their own pace in their PJs if they like. Reward team members with electronic certificates, and spice up your courses with videos and audio files to make your point.

Ensure your personnel know what they’ve read with TEST employee assessments.

Trust is important whenever money is involved, so hold your employees accountable in retaining crucial information. Build tests using a variety of question types, making them engaging and easy to understand for every employee. Make that policy on your loan-approval processes really stick by attaching a test and setting a due date and time limit, giving you peace of mind that everyone is in the know.

Conduct online satisfaction surveys to collect valuable feedback from your personnel in a snap.

Grant your employees an opportunity to be frank. Our online surveys provide genuine feedback in seconds in easy-to-read graphs. Make surveys anonymous, to help everyone feel comfortable expressing their opinions.

Watch a LIVE Demonstration

See what PowerDMS™ can do for you