Industries

Docfinity Page Markets

Regardless of the industry in which you work—or the size of your company—DocFinity can make any organizational or departmental operation more efficient, more productive, and less expensive.

It’s flexible and scalable—easily rolling out across the entire organization and allowing you to leverage your initial investment from one department to increase your performance and ROI in others.

Education

School District

DocFinity helps schools and school districts cut costs and avoid risks by offering secure, reliable access to complete student and teacher/employee files.

DocFinity helps schools and school districts cut costs and avoid risks by offering secure, reliable access to complete student and teacher/employee files.

Higher Education

DocFinity ECM empowers higher education institutions to create, monitor, and optimize student-based documents, records, and back-office processes.

DocFinity enables higher education institutions to create, monitor, and optimize student-based documents, records, and back-office processes.

Independent Schools

Make the most of endowments, donations, and tuition dollars by automating, standardizing, simplifying, and expediting the flow of information and task completion across your institution.

Make the most of endowments, donations, and tuition dollars by automating, standardizing, simplifying, and expediting the flow of information and task completion across your institution.

Improve Processes in Every Department

Enrollment

DocFinity automates the assimilation of comprehensive student records.

Registrar

Utilize workflow and eForms to ease and automate student-driven processes.

Operations

Leverage DocFinity ECM to centralize information campus-wide.

Student Life

DocFinity ECM improves processes in athletics, residential life, health services and more.

Donor & Alumni Relations

Manage donor & alumni personal data, contributions, endowments and correspondence.

Student & Teacher Records

Eliminate manual paper-intensive processes and regain control by automating records retention and disposition.

Government

Whether you represent a city, county, or state government, you must have control of your documents to extract useful, timely information. To minimize bottlenecks and enhance service, you must also find ways to expedite and standardize your departmental business and administrative processes.

Spend More Time Providing Public Service

Eliminate redundant processing, hectic data searches, and declaring records freeing up time for person-to-person interactions.

Increase Transparency of Open Records

Provide easy and secure access to digitally stored public records as mandated by laws like the Right-to-Know Act.

Provide Timely Public Service

Expedite response times and minimize costs by organizing, indexing, storing, and protecting information so you can find what you need when you need it.

Integrate Your Systems

Centralize the information you have in other applications and make it accessible to authorized users on demand.

Insurance

To be successful, insurance agencies of all sizes must automate and standardize processes to improve productivity and deliver an exceptional customer experience.

Solutions for Every Insurance Department

Underwriting

Standardize and automate underwriting processes with workflow & system integration.

Insurance Claims

Automate claims to quickly service policyholders and catch fraudulent activity.

Adjusters

Get funds to policyholders faster with DocFinity document & data gathering tools.

Back-Office

Leverage DocFinity ECM everywhere to centralize information and automate processes.

Contact Us

Learn More or Schedule A Demo