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Enhancing Outcomes:

Advanced Solutions for Modern Financial Institutions

Discover our unique range of comprehensive solutions designed to meet your diverse needs. 

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How Metrofile can transform

Governance and Information Management Practices in the Financial Sector

Financial institutions face a legal obligation to adhere to strict regulations surrounding information governance.

Information Acquisition

We aid in crafting clear strategies for effective and compliant data collection procedures.

Information Disclosure

Our expertise helps to develop comprehensive policies on the disclosure of sensitive data, balancing transparency and privacy requirements judiciously.

Handling Information Requests

Responding to data-related requests can often be challenging. We facilitate the creation of structured protocols to address such requests responsibly.

Solutions for the Financial Sector

Expertise in Information Governance and Management – Wherever you need it.

Multimedia Archive Management

Voice Contracting

  • Streamlines documentation processes, improving efficiency and reducing human errors
  • Facilitates faster and more convenient customer service, increasing satisfaction
  • Provides secure records for compliance and monitoring purposes

Claims Management

Automated, Workflow-driven

  • Reduces human errors and expedites claims processing, resulting in quicker response times
  • Enhances customer satisfaction and successful outcomes by streamlining communication and decision-making
  • Aids in detecting fraudulent activity and maintains accuracy in claims management

Fiduciary services

Wills and Estates

  • Ensures proper management of assets according to the wishes of your client
  • Protection of beneficiaries' interests through objective and professional management
  • Provides peace of mind to clients concerning the distribution of wealth and assets

KYC

Customer master data management - combines and matches

  • Safeguards financial institutions from fraud, money laundering, and other illegal activities
  • Enhances customer experience through tailor-made financial products and services
  • Complies with regulatory requirements and helps maintain a positive reputation for the institution

Collateral Management

Bond docs, home loans, vehicle registration books - title management

  • Secures loans by tying them to borrowers' assets, reducing credit risk for both lenders and investors
  • Provides structure and accountability in the lending process
  • Streamlines asset tracking, management, and recovery in cases of loan default

Secured Lending Services

Loan agreements, security agreements and contracts

  • Supports a robust lending market by managing and tracking collateral
  • Aligns with regulatory requirements, maintaining compliance and risk mitigation
  • Enhances the due diligence process for lenders

Schedule a demo and start your
data transformation journey today