SharePoint For Banking


Banking and Financial services institutions comprise of various internal departments that are typically characterized by voluminous data, numerous stakeholders and hierarchies. Similarly the Insurance industry is associated with various specific activities that generate enormous amount of information at different levels. Handling such cases and providing the right information to the right people at the right time; becomes a major challenge to these organizations.

Challenges faced

  • To establish and manage a single repository that holds crucial information such as handling policies, financial guidelines, document trails and more.
  • Interactions and communication has to be collaborative. amongst employees who are located in different regions.
  • Information security and adherence to regulations.
  • Claims servicing which involves multiple data collection, document management, collaborated workflow.
SharePoint platform for banking and financial services


We understand the intricacies associated with the industry which has helped us to map business needs with technology. Nous Infosystems’ SharePoint for Banking provides solution to financial organizations to manage their information better and keep multiple stakeholders in sync to achieve competitive advantage

  • sharepoint financial services
    Custom workflow solutions for Loan Processing, Wealth Management, Case Management.
  • sharepoint financial
    Account opening process, FOREX reporting process, operational Risk incidents reporting process, compliance query process.
  • sharepoint for banking
    Regulatory and compliance solution: Audit trails of secure content, collect risk information on capital investments and route for approval to risk managers
  • sharepoint financial
    Document Capture and Integration: transaction records, checks, remittances, receipts.
  • sharepoint financial services
    Collaboration solutions for independent/captive brokers/agents.
  • sharepoint for banking
    Content Management solutions for storage, retention and archival needs.

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About Nous Infosystems

Nous Infosystems is a CMMi Level 5 SVC + SSD v1.3, ISO 9001:2008, and ISO/IEC 27001:2013 certified global Information Technology firm providing software solutions across a broad spectrum of industries. Major offerings include Digital Transformation, Application Development & Maintenance, Enterprise Application Integration, Product Engineering, Business Intelligence, Independent Testing and Infrastructure Management Services.

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