Finity360 Document Management

Introducing Finity360 Docs, a powerful, Salesforce-native document management application designed specifically for the financial services industry. Leveraging AWS FINRA-compliant storage and cutting-edge AI technology, Finity360 Docs streamlines the organization, digitization, and management of all business documents, including paper documents, smart contracts, and digital assets. This solution ensures compliance with SEC 17a-4 and FINRA regulations, helping broker-dealers, wealth managers, credit unions, and futures commission merchants (FCMs) reduce operational costs, increase efficiency, and enhance information security.

Key features include secure file storage integrated with Salesforce, automated document filing, advanced AI-driven data analysis, and blockchain-enabled smart contract management. Finity360 Docs also provides robust data protection, ensuring your files are secure and compliant with industry-specific Write Once, Read Many (WORM) rules, backed by Amazon S3’s Service Level Agreement.

By centralizing and protecting your documents in the cloud, Finity360 Docs simplifies audits, enhances regulatory compliance, and transforms document management from a cost center into a competitive advantage. This comprehensive solution is perfect for financial institutions looking to modernize their operations and drive business value through innovative technology.