Financial Industry

iManage Financial DMS

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.

Financial Industry

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.
iManage Commitment

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.

Cochrane Sinclair: Tiffany Sjoblom

“Working with MacroAgility was a very collaborative and supportive experience. From the very beginning, their team truly listened, not just to our technical requirements, but to the way our team works. They recognized that we, as end users, needed a solution that fit our day to day, and they adapted their approach to help us move from our previous system to a new platform in a way that felt intuitive and empowering. Our prior document management system presented challenges with speed, reliability, and ease of use, which impacted our operations. We knew we needed to move documents to a solution that provided exactly what we hoped for, better integration with tools like Outlook and Word, and an overall more seamless experience. We had approached other companies, and the transition to the new system was a difficult one without success. When on board with MacroAgility, I was given the space to take charge, and that trust allowed me to flourish in a role that was both challenging and rewarding. Even during more complex processes, they were patient, took the time to reframe challenges, and explained concepts in clear, simple ways. That kind of patience and partnership made all the difference. MacroAgility’s nontraditional approach truly stood out. They helped us navigate the migration after the new platform was implemented, which was not easy, but they made it work. No other company we spoke to could solve this issue. Their collaborative, transparent process, combined with live end user training, took the burden off our team and provided support in real time, something tutorials alone could not offer. Since moving to the new solution, we have seen major improvements in our day to day operations and collaboration. Everything that our prior system struggled with, the new platform handles smoothly, from document access to seamless integration with our everyday tools. The efficiency, scalability, and security improvements have been significant, making a real difference for our firm.”

Cochrane Sinclair
Tiffany Sjoblom: Paralegal/Office Manager

Pinsent Mason: Lucas Stanely

"MacroAgility has completely changed what we look for in a technology partner. We’d been grappling with some complex deployment challenges. Our scripts weren’t running because of the strict closed security model in place at Pinsent Masons. By the time ConnectLive London came around, Pinsents had already resolved the security model challenges issues internally, but we were still stuck with a database problem that was holding everything up. When I mentioned this to the MacroAgility team at ConnectLive, they jumped straight in. They got their laptops out, went through our server logs with me, spotted a syntax issue, and had iSyncKit up and running within minutes. That kind of hands-on, real-time support really left an impression. What impressed me even more was how consistently they backed us through every technical and policy-related step afterwards. Their Export Master capabilities gave us exactly the data mobility we needed, and their deep understanding of enterprise-level legal environments meant we could implement iSyncKit securely and in line with all our security and compliance requirements. Today, we’re fully operational with a scalable, reliable solution that suits our long-term plans perfectly. MacroAgility didn’t just deliver a product, they delivered true partnership, precision, and results."

Pinsent Masons
Lucus Stanely, DMS Architect at Pinsent Mason

FMJ: Dan Ruzicka

“I recently had the opportunity to work with MacroAgility on a critical project, migrating our on-prem iManage Filesite to the Cloud iManage. Throughout the project, MacroAgility consistently demonstrated a thorough and well-thought-out plan of attack for the migration. Their frequent communication regarding the process made us feel like we were a part of the process every step of the way. MacroAgility truly felt like a partner committed to the process and how it worked for our company individually. They ran efficient meetings to talk about progress and next steps while also being mindful of not wasting too much time. What I particularly liked about their approach was that everyone I worked with had a keen understanding of what they were dealing with. Any potential hiccups were acknowledged and resolved in a very timely manner. In summary, the experience was wonderful. The customer service was top-notch, the migration was well thought out and planned with great attention to detail. At our firm this project has been considered by many to be the smoothest software transition/migration they've experienced. I would absolutely recommend MacroAgility.”

Dan Ruzicka
IT & Facilities Manager / FMJ

Pallet Valo: Steve Baer

“We first experienced MacroAgility's immediate help when we needed help with our DMS communication server after we migrated Microsoft Exchange to the cloud. A few months later, MacroAgility implemented iManage Share with our existing iManage Work DMS system. MacroAgitliy worked according to our schedule and completed the project in a timely fashion. We appreciate their assistance with our DMS technology needs, and we would recommend Macroagility to other firms.”

Steve Baer
Application Specialist at Pallet Valo LLP

Government of Nunavut: Roy Egbuna

“Due to ransomware attack, we took a paradigm shift to exchange and outlook online in the cloud. We thus faced the challenge of migrating the on-prem iManage to the cloud bearing in mind our unique environment. MacroAgility rose up to the occasion rendering prompt, efficient and exceptional services that saw to the successful and satisfactory restoration of services to a level much appreciated by the GN. We hope to be able to work with them on future initiatives.”

Roy Egbuna
Manager Informatics Projects at Government of Nunavut

Filion Wakely: Lia Lomtadze-Dedina

"iManage was the right step to take for the Firm. Lawyers appreciate iManage functionalities and capabilities. iManage became even more important in the pandemic situation as it is hard to imagine managing legal cases not having iManage document management system in place. Working with the MacroAgility implementation team was an utmost professional and pleasurable experience. The MacroAgility systems team members, no doubt, are specialists at managing and organizing projects with delivering exceptional customer service. The Lawyers and Staff members were happy with the training provided by MacroAgility and found group and individual training sessions very educational and helpful. We will be looking to work with them again in the near future."

Lia Lomtadze-Dedina
Director of Business Operations at Filion Wakely LLP

Adams&Adams: Colin Short

"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

Mobile Helix: Maureen Blando

" 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, use time productively and are very good communicators. We were fortunate to work with MacroAgility and recommend them heartily. "

Maureen Blando, PMP
President and COO at Mobile Helix

Borden Ladner Gervais: Amit Bhagi

"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)

Gowling Lafleur Henderson LLP: Kim MacKay

"MacroAgility is proactive and tireless contributor who has in depth knowledge of iManage 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 iManage and development issues resolution and has demonstrated tremendous problem-solving skills."

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

McMillan LLP: Lynda Chandika Neil

"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 LLP

Awards and Certifications

Awards

System Engineer

iManage Certified System
Engineer

Awards

Upgrade

iManage Work 10.X
upgrade Certificate

Awards

Application

iManage Application
Essential Certification

Awards

Administration

iManage Hosted work
fundamentals and admin
certification

Awards

Technology

iManage Technology
Certification

Awards

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.

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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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