Next Steps

SharePoint Tools
for the
Financial Services Industry

Proven Tools for Uncertain Times

In these turbulent times, financial service organizations are facing unprecedented market conditions. Increased competition and vertical concentration, intensified regulation, and overall economic uncertainty confront today’s financial service providers with exceptional challenges.

For organizations with vision, these extraordinary times present exceptional opportunities. Companies that leverage intelligent management strategies and powerful, cost-effective business tools can take full advantage of today’s economic climate in order to achieve success for their customers and themselves.

Microsoft SharePoint has proven to be among the most potent and cost-effective software platforms available for financial service organizations to facilitate knowledge worker collaboration and organization of digital assets. But to fully leverage the platform for success, several issues related to platform management, protection, and compliance must be addressed.

Data Protection and Platform Availability
Business-critical information residing on the platform must be robustly protected. Organizations must have the ability to restore accidentally deleted or corrupted data with speed, precision, and full fidelity. The platform itself must remain available at all times, so as not to hinder business operations and end-user productivity. All this must be achieved with in a cost-effective manner that does not overburden human and technology resources.
Compliance with an Ever-Changing Regulatory Framework
In recent years, the business and political landscape has seen incredible change with regard to the rules and regulations governing the stewardship of electronically stored and processed information. Sarbanes-Oxley, the EUDPD, Gramm-Leach-Bliley, and a myriad of other regulations govern how information maintained by financial service providers is handled and audited. When utilizing Microsoft SharePoint, organizations must have the tools they need to satisfy these constantly evolving regulations comprehensively and with procedural rigor.
Peak Platform Performance
Financial Service providers must perform at the highest levels to remain competitive, and so must their Microsoft SharePoint platforms. Slow application response and platform instability are simply unacceptable in today’s competitive atmosphere. Therefore, it is vital that SharePoint and its associated SQL servers are optimized via appropriate off-load archiving, geo-replication, and platform availability strategies.

AvePoint provides the comprehensive tools modern financial service organizations demand to ensure their Microsoft SharePoint deployment is optimized, protected and compliant. AvePoint’s DocAve Software Platform offers 16 independently deployable modules – all piloted via a single, browser-based interface – so organizations can craft exactly the solution they need. From item through platform level protection and centralized administration, to comprehensive reporting and compliance solutions, DocAve delivers the vital tools organizations need to fully leverage the platform for business success.

In these turbulent times, AvePoint delivers the stability and reliability financial service companies need.

Below is a representative sample of AvePoint’s current customers in the financial services sector.