Content Management, Portal and Collaboration in Financial Services

At the heart of any content management initiative is the fundamental goal to make business-rich content available through a variety of channels.  Content management enables enterprise intelligence goals to support better institutional collaboration, efficient communication, and business decision making. Whether content is distributed over the internet, captured and stored through electronic documentation, or used for internal communication, Financial Services organizations must have the strategy, processes, and tools in place to effectively manage their content. 

Content management largely exists in two forms. Many utilize content management as a sub-strategy to enterprise content management.  Conversely, others use content management as a sub-strategy to an overall information or knowledge management strategy.  Both of these forms must take into account the delivery channels and target audiences to whom the content is distributed.  The content life cycle must consider how information is captured, stored, managed and archived.  Failure to do so poses significant risks to any organization. 

How Perficient can help

Perficient provides Financial Services firms with many  options to improve collaboration, information sharing, and internal and external communication.  We help integrate and transform data and content to deliver authoritative, consistent, timely and complete information throughout the Financial Services organization.  This includes:

 

  • Portal and collaboration tools
  • Web Content Management (WCM) solutions
  • Document and records management
  • Enterprise imaging solutions
  • Enterprise search solutions
  • Portal integration and implementation services
  • Enterprise Governance and Risk Management (EGRC) policies and procedures