Financial Industry

Financial Industry

Financial firms are especially document-rich environments. Traditionally, the processing of this seemingly unending stream of paper resulted in a significant burden on a firm’s payroll.

iManage developed their work and share email and document management system specifically for organization and fast, accurate document and data processing. In the context of financial firm usage, the system directs data flow, automates calculations, and facilitates collaborative efforts and sharing.

Best Features

If the barometer of a firm’s competitive potential is its productivity, iManage Work 10 and Share collectively represent the most relevant business software innovation available.

iManage DMS implementation makes manual processing historic. Its smart features streamline collaborative efforts and email communications. And the paperless nature of the system improves bottom-line performance and helps a firm achieve a greener footprint.

The Benefits

Improved productivity
  • A single integrated view combining email documents and workspaces provides employees with a standardized, comfortable h ome base that is intuitive to work with.
  • Automation of manual processes harvests countless wasted work hours.
  • AI-driven engine smart search develops in concert with your firm’s work habits, patterns, and processes, learning along the way. Work 10’s comprehensive artificial intelligence-driven search feature scans masses of documents for complex criteria-related results, making locate-and-collate tasks quick and easy.
Streamlined migration to paperless operation
  • Going paperless is an organizational best-case, and an eco-friendly gesture that saves money and appeals strongly to many contemporary clients. iManage makes it a seamless and natural evolution.
Reimagined security
  • Tell your clients they can rest easy. Their critical and confidential data—and your own—are secured according to pre-set regulation and policy criteria.
Enhanced communication
  • Communicate and collaborate with clients and coworkers easily and securely. The responsive design and instant cross-platform accessibility of Work 10 and Share gives you the ability to communicate from any device, and from anywhere.

Our Commitment

MacroAgility is a leading iManage partner, and an expert in financial IT consulting and DMS solutions development, implementation, and support.

MacroAgility consultants have extensive experience unlocking the potential in the iManage Email and Document Management System for individual firms. Our firm knows how to integrate iManage Work 10 and Share into the operational style of any financial workplace, tailoring the system to the client’s needs and liberating countless work hours lost to inefficiency.

MacroAgility stands out as a top iManage partner because we are committed to providing the highest quality IT solutions and support at very cost-effective rates. We work closely and carefully with all clients, regardless of size, delivering world-class results, and supporting our products post-delivery.

iManage Work and Share AI Document Management System applications represent an investment with a high productivity ROI for financial firms

Trusted By Many Professionals

Over 1 million professionals worldwide depend on the iManage Document Management System every day to efficiently process their legal documents and emails, and collaborate more fluidly. MacroAgility Systems has been a trusted advisor for many of these firms who have learned a new definition of efficiency using iManage DMS platform.

Testimonial 5

"We were struggling with iManage integration with Gmail. MacroAgility were professional and patient and managed to resolve our issues and integrate our system. Super friendly, very professional and extremely competent"

Colin Short
Chief Information Officer at Adams&Adams

Testimonial 6

" We did not have the know-how to deploy iManage Work in-house. MacroAgility deployed a hosted instance of iManage Work for us. MacroAgility also provided training to our developer on the iManage SDK. Additionally, MacroAgiloity supported our deployment and answered our development questions. The deployment has gone well for several years. Macroagility is an iManage Work expert. It is a pleasure to work with them. They are very knowledgeable, uses time productively and is a very good communicator. We were fortunate to work with MacroAgility and recommend them heartily. "

Maureen Blando, PMP
President and COO at Mobile Helix

Testimonial 4

"Our technology services group excels in operational excellence and providing innovative solutions to our clients. MacroAgility was hired to work on a transformation project involving migration of our current DMS to iManage platform. MacroAgility’s expertise related to iManage experience, knowledge around various technical components and focus on client experience helped us tremendously."

Amit Bhagi
Director Enterprise Architecture at Borden Ladner Gervais (BLG)

Testimonial 2

"MacroAgility is proactive and tireless contributor who has in depth knowledge of WorkSite document management system and other iManage products. MacroAgility soft skills and a unique capacity for empathy has allowed them to motivate a team to care about its project. MacroAgility is always a go-to company for any WorkSite and development issues resolution and has demonstrated tremendous problem-solving skills."

Kim MacKay, PMP
National IT Project Manager at Gowling Lafleur Henderson LLP

Testimonial 1

"MacroAgility provided extremely valuable technical skills on our iManage Document Management System (DMS) Email Management and Desksite firm-wide implementation and rollout. MacroAgility was a technical key success factor in this high impact rollout."

Lynda Chandika Neil, PMP, MoP, CSM
PMO Leader, Business Driven Delivery at McMillan LL

Awards and Certifications

System Engineer

iManage Certified System
Engineer

Upgrade

iManage Work 10.X
upgrade Certificate

Application

iManage Application
Essential Certification

Administration

iManage Hosted work
fundamentals and admin
certification

Technology

iManage Technology
Certification

Threat Manager and Security

Threat Manager and Security Policy
Manager Certification

iManage Work 10 uses an AI-driven engine to sort, send, file, store, archive, collaborate, and secure files and emails

It has been developed and updated to include a suite of smart features that learn the work habits and patterns of each employee and department in your firm, evolving to anticipate your day-to-day operational needs, and ensuring continuing relevance as your firm grows.

Other Industries We Serve

Legal Industry

The iManage Document Management System is an extraordinary relevant efficiency product for today’s law firm. The organizational potential of iManage’s artificial intelligence-driven Work 10 application allows lawyers to centralize documents, collaborate efficiently, secure confidential and essential files, and access project work from any device, at any time, from wherever they happen to be.

Other Industries

MacroAgility has extensive experience in serving many other industries to increase productivity and lower cost. We can implement, customize and tailor the iManage Email and Document Management System to your business’s need. Connect with us to learn how you can take advantage of this leading DMS.

Recent Articles and Blogs

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