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Treeno is a leading provider of enterprise-class electronic document management solutions that are affordable for every size business
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Onboarding New Clients – Automating and Managing Interactions Throughout the Client Lifecycle
Implementing electronic documents and automating workflows can help security integrators improve client service and create process and cost efficiencies – from account opening through the entire client lifecycle.
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Document Management Solutions Can Support Your Company’s Disaster Recovery Efforts
When regulators come to examine your financial services firm, using Treeno’s electronic document management solution can set the right tone with examiners and help reduce the stress of being audited.
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Be Prepared When Regulators Come to Inspect Your Firm
When regulators come to examine your financial services firm, using Treeno’s electronic document management solution can set the right tone with examiners and help reduce the stress of being audited.
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Leverage Electronic Document Management as a Key Part of Your Firm’s Disaster Recovery Plan
Flu pandemics, significant weather events, water main breaks, fires or terrorist attacks could all make it difficult to continue serving clients. Treeno Software’s EDM solution can be a key part of your financial service’s firm’s disaster recovery plan, enabling seamless access and service for client accounts.
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Treeno Software Secure and Streamlined Document Management
Implementing electronic documents and automating workflows can help security integrators improve client service and create process and cost efficiencies – from account opening through the entire client lifecycle.
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“Treeno has truly been a change-agent, providing Olympia School District the security that comes from knowing our documents will be preserved and archived, safe from future floods or other natural disasters. At the same time, we now have routing and other workflow capabilities we didn’t know we needed but now drive more efficient, effective processes.”
Justin Lanting
Business Manager
Olympia School District