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Financial Services

The financial services industry connects and communicates daily with investors and other financial institutions. Each financial group needs to communicate clearly with each other to understand the constant changes in the financial world. To add a personal approach to your financial services, use an intranet system to improve communication within your group. Epazz provides the tools every financial institution needs to meet the communications challenges of each client.

With Epazz, financial services firms can instantly contact large numbers of potential and existing clients with our email broadcast feature, online bulletin boards or web portal management.

Employees, staff and senior management can collaborate online no matter where they are located to develop new products or enhance existing ones. Our web collaboration software allows departments or teams to create projects which target specific investors, new products or special investment programs.

Here is a brief list of some of those tools.

• One user name, one password
• Online communities and bulletin boards
• Sarbanes Oxley 404 compliance
• Total Document control and management

• Website creation and management

Download Epazz BoxesOSv3.0 Financial Services Brochure