Financial Institutions

Gain control of financial paperwork with ECM software

Secure client agreements, streamline claims, and protect sensitive contracts — all while ensuring compliance and fast audits, without the need for costly infrastructure.

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Trusted by companies who manage millions of records with KORTO.

Real results

Solution for Insa Investment AG

See how Insa, a Swiss wealth management company, seamlessly integrated KORTO into their workflow.

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Use-case for Employee File Management

This isn’t another tool you need to learn — simply click the KORTO icon, and the job is done.

In financial transactions, countless documents of varying types and origins are generated daily, each requiring classification, filing, further processing, and sharing in a complex and time-consuming workflow.

With KORTO, all documents are securely stored in a central digital repository. KORTO's document management solution eliminates the need for physical storage, freeing up valuable space.

Document content is instantly accessible — 24/7 — to authorized personnel at the click of a button, ensuring efficiency and seamless collaboration across your organization.

Built for the changing needs of the financial services industry

Private Banks

Securely manage client agreements, compliance certificates, and audit trails without investing in expensive infrastructure.

Insurance Companies

Streamline claims management and policy renewals while ensuring every document meets data security standards.

Brokers and Investment Firms

Protect sensitive contracts and trade documents, enabling fast audits and regulatory reporting

Key challenges in Financial Services that KORTO can solve

Manual archiving and document retrieval (folders, binders)

All documents are securely stored in KORTO with no need for physical archiving. Quick retrieval through TAG-based search enables instant access to needed documents

Lack of access control on shared drives

KORTO provides advanced access control based on document tags and user permissions. For example, brokers and insurers can be granted access only to specific contracts.

Delays in processes such as invoice handling

Workflow automation: a document tagged e.g., #Invoice automatically triggers an approval and payment process — eliminating manual tasks. Ideal for accounting teams within brokers and insurers.

Lack of visibility into document activity history

Every action in KORTO is fully audited (upload, view, search, download) with precise user IDs and version tracking — essential for compliance in the financial sector.

Lack of secure proof of document immutability

KORTO applies timestamps, digital signatures, and hashing across three independent blockchains, guaranteeing document immutability (perfect for audits in small banks and insurance companies).

Fits every financial team

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Resources

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