Financial Services Customers

FileHold Systems provides feature rich but affordable document, record management, and scanning solutions to enterprises across a spectrum of business types. Some of our representative customers in the Financial Services vertical include;

American Express

One of the world's leading financial and travel related services institution, American Express uses FileHold to manage documents. FileHold provided professional services for document importing, scanning, and the migration of legacy data into FileHold.

Ameriprise Financial

"Ameriprise Financial is a company with a clearly defined mission: to help you craft a vision for your ideal financial future - especially when it comes to retirement - and then help you make it a reality. We are the next generation of one of the most respected financial services companies, American Express Financial Advisors. With over two million clients and one of the largest advisor networks in the country, Ameriprise Financial is ushering in a dynamic new era of financial planning - one where we can help you pursue your dreams with greater confidence, increased peace of mind and the benefits of an enduring relationship with an advisor. Over 110 years in financial services, more than 10,000 personal financial advisors in more than 3,500 offices nationwide and a heritage of corporate philanthropy. This is Ameriprise Financial." FileHold provided consulting services for a document and record management system as well as assisting with some document imaging and scanning projects.

Townsquare Bank

Townsquare Bank is a community bank in Kentucky with several branches. FileHold provided expertise for scanning, imaging, document and record management.

For more specific information on any of these applications of FileHold Document Management, please email sales@FileHold.com