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Financial Institutions

AI-powered document intelligence for financial services

Securely manage client agreements, claims, contracts, and compliance records with AI-powered document intelligence that automates classification, retrieval, retention, and audit readiness — without costly infrastructure.
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Enterprise Content Management Financial Institutions

Trusted by companies who manage millions of records with KORTO.

Insa Investment Software AG
Amasus
Beck
Invest-Partners

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.

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Eliminate the complexity of financial paperwork

Financial institutions generate massive volumes of contracts, claims, invoices, compliance documents, and client records every day. Managing these files manually creates slow workflows, security risks, and compliance challenges.

KORTO centralizes all documents in a secure AI-powered document intelligence platform that automatically organizes, classifies, and manages files across their lifecycle.

Authorized teams gain instant 24/7 access to documents through intelligent search, automated tagging, and contextual retrieval — improving operational efficiency and collaboration across the organization.

 
What Are Data Retention Procedures

Built for the changing needs of the financial services industry

How KORTO Simplifies Compliance

Banks & Asset Managers

Use AI-powered document intelligence to securely manage client agreements, compliance records, audit trails, and retention workflows without expensive infrastructure investments.

Insurance Companies

Automate claims processing, policy renewals, and document classification while ensuring compliance with data security and retention regulations.

Brokers and Investment Firms

Protect sensitive contracts and trading documentation with intelligent access control, AI-powered retrieval, and audit-ready document tracking.

Financial services challenges solved with AI-powered document intelligence

Manual archiving and document retrieval (folders, binders)

Replace folders, binders, and manual filing with intelligent digital archiving. KORTO automatically classifies and tags documents, enabling instant retrieval through AI-powered search and metadata.

Search Contracts

Lack of access control on shared drives

KORTO provides granular access management using intelligent document tags, user permissions, and role-based access controls. Teams only access documents relevant to their responsibilities.

Lack Of Access Control On Shared Drives

Delays in processes such as invoice handling

Automate financial workflows with AI-powered document triggers. For example, documents tagged as #Invoice can automatically initiate approval and payment processes — reducing manual handling and delays.

Delays In Processes Such As Invoice Handling

Lack of visibility into document activity history

Every document interaction is fully tracked with audit logs, version history, timestamps, and user activity monitoring — ensuring transparency and regulatory compliance.

Filing And Security

Lack of secure proof of document immutability

KORTO protects critical financial documents using timestamps, digital signatures, cryptographic hashing, and optional blockchain integrations that ensure immutability and audit readiness.

Add E Signatures And Timestamps
Fits every financial team

See KORTO in action

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Enterprise Content Management Financial Institutions

Resources

KORTO across your financial services organization
#FinancialInstitutions

ECM for Asset Managers and Investment Firms: Protecting What Matters

How investment firms manage documents can make or break compliance, security, and client trust—ECM is the difference.

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#FinancialInstitutions

How fintech is raising the bar for document management in traditional finance

Fintech is redefining document management in banking—turning paperwork chaos into automated, audit-ready workflows.

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#FinancialInstitutions

Electronic Signatures in Financial Services: Legal Requirements and Best Practices

Discover how to implement electronic signatures in financial services with full legal compliance and operational efficiency.

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