Banking and Financial Services Documentation

Banking and financial institutions are highly regulated environments. In order to meet these strict requirements, and protect the enterprise of clients and the organization, clear and consistent documentation is required. Are your procedures in place?

Contact us to improve your documentation practices

The evolution of modern-day banking and finance

The modern-day banking and finance industry is entirely different from a decade ago. Change is the only constant in this industry. Evolving products, new markets, increasing competition, mergers and acquisitions, and new technologies are among the major change drivers.   

Along with this evolution, banking and financial organizations must operate in compliance with the requirements of the FDIC, OCC, OTS, SEC, and other regulators. That’s why an increasing number of banks, credit unions, credit card companies, investment brokers, and other financial institutions are improving their documentation to reduce costs, improve operational performance, and increase customer security. 

How Information Mapping® helps

  • Design and develop clear, easily understood policies, procedures, and documentation that ensure compliance.
  • Design e-content architecture that supports quick retrieval of accurate, up-to-date information by customer service personnel and salespeople.
  • Significantly increase customer satisfaction while reducing costs of call center operation.
  • Capture and document best practices in order to streamline merger and acquisition processes.
  • Create complete, accurate product information that supports the performance of financial advisors and increases customer satisfaction.

Contact us

Contact us to improve your documentation practices.

    Case study and testimonial

    Read a case study from an organization that uses Information Mapping®.

    Vancity

    Capturing employee knowledge is critical. Applying a content standard to policies and procedures helps to achieve this.

    We have been using the Information Mapping® Method since 2016 and our documents have gone an immense change. While FS Pro makes it easy for the writers to format the document, it is the readers who are most benefited with such documents.

    Head Permanent Control,Geojit Financial Services