Financial Services

Manage crucial financial information with ease with iManage document management solutions.

Financial Servicess

Manage crucial financial information with ease with iManage document management solutions.

The inaccuracies and costs associated with manually sorting and reviewing documents can be burdensome for any financial institution. Automated document management software designed for fund managers and financial services professionals reduces costs and increases customer satisfaction by streamlining burdensome manual processes. Using iManage AI and document management solutions you can facilitate client communications and leverage knowledge spread throughout the enterprise.

Contact RBRO to find out why iManage is the perfect document management solution for fund managers and commercial bankers to review LIBOR documents, manage sensitive data and solve complex problems using AI technology.

As a premiere iManage partner, RBRO brings the credibility of a seasoned organization that has consistently delivered excellence to all aspects of our partnership. RBRO is a Certified Global iManage Partner which encompasses RBRO as an iManage Reseller, Integration Partner, Technology Partner and Training Partner for iManage. This extensive partnership makes RBRO uniquely qualified to provide for all of our customers’ iManage-related needs. It also demonstrates to our customers that we have the ability to meet the challenges and opportunities that are before them—head on! Through our training and strategic services offerings, we help our clients to make great decisions and support them through the process of implementing the iManage solutions.

Enable client teams to work better – and smarter – together

With increased competitive pressure and client demands, commercial banks are looking for ways to reduce costs and increase customer satisfaction. iManage helps commercial banking professionals:

Manage complex client relationships
The single unified client folder stores all emails, proposals contracts, and research.
Develop better proposals, faster
Find and reuse best practice information with robust search.
Collaborate and communicate more easily
Share key documents and financial models with clients and external parties, securely and conveniently.
Access what’s relevant
Search across all project or client emails documents and associated work product so you always have access to the latest-and most accurate information.
Automate archiving
Manage and retain all client related work product in accordance with proper policies – automatically.

Streamline research, collaboration and deals

Fund managers need innovative ways to reduce costs and meet customer expectations in the face of rapidly fluctuating markets. Streamlining processes while facilitating client communication becomes more important than ever. Using iManage document management solutions, enhanced with RBRO’s proprietary solutions, fund and asset management professionals can:

Improve productivity
Electronic workspaces integrate email documents and more in a single integrated view.
Improve client service
Share and collaborate securely and easily. Be more responsive from mobile devices.
Move from paper to digital
Improve quality, while reduce costs and carbon footprint.
Gain new insights
Comprehensive search and knowledge management.
Improve governance and security
Secure and manage all electronic and physical files in accordance with policy.

A single view into all client activity for better service

Today’s insurance business is more mobile than ever before, presenting both challenges and opportunities for firms and brokers alike. iManage Work Product Management can help streamline your process:

A single view
Manage emails, documents and other work product in unified folders by client and policy or claim.
Find proposals and policies
A single search across all emails documents and associated work product keeps professionals productive with access to all relevant information.
End-to-end integrations
Tightly integrated with forms-based applications to manage information right from the policy request, to the negotiation of terms and the final underwriting and delivery of the policy.
Seamless file sharing
Pass critical work product back and forth between external parties including wholesalers, clients and underwriters with peace of mind.
Stay connected with clients
Full-featured mobile app makes accessing your files easy on the go, so you’re never disconnected from key client information.

RBRO Solutions is a Certified iManage Partner and reseller of iManage Work and its related iManage products. We are iManage experts; our team is comprised of Certified iManage System Engineers, Certified iManage Trainers and Certified iManage RAVN (AI) Engineers. We can guide you in the research, purchase, consulting, implementation, and ongoing support and training requirements for your iManage Work document management system—on-premises or in the cloud. And RBRO’s suite of proprietary add-on products will help extend the power of your iManage solution, to ensure you get the most out of your iManage investment.