Document Management for Financial Services
Save, organize, and govern Client emails, claims, policies, and financial documents directly into SharePoint, Teams, and OneDrive without leaving Outlook.
- Reduce manual document handling
- Improve compliance & audit readiness
- Centralize all financial communications
Why Finance Firms Struggle with Email-Based Documentation
Client onboarding, regulatory compliance, risk management, and operational efficiency are just a few of the many areas of complexity that financial institutions face.
These workflows can no longer be managed with spreadsheets, inbox folders, and disjointed tools. That’s where Konnect eMail comes in, a centralized Outlook add-in for firms that need control, transparency, and automation in their email and document processes.
Comprehensive Finance Document Management
Email & Attachment Saving
Financial services firms can save single or multiple emails and attachments directly from Outlook into SharePoint, Teams, or OneDrive with simple drag-and-drop functionality.
Capture metadata efficiently
Extract key email details such as sender, recipient, date, and subject, and store them as metadata for easy classification and retrieval.
Drag & Drop Functionality
Move single or multiple emails and attachments directly from Outlook to multiple Microsoft 365 locations without leaving your inbox.
Central & Secure Storage
Use this SharePoint document management solution to keep all client-related communications and documents—including insurance policies, claims, and compliance files; in one cloud-based location, improving access, security, and data integrity. It is perfect for SharePoint insurance document management and other regulated financial records.
Native SharePoint Content Management Features in Outlook
Tracking financial documents is important. Check in/check out, view version history, edit document properties, open, and delete documents—all from the Outlook interface.
AUTOMATED COMPLIANCE & GOVERNANCE
Ensure that all client-related communications are correctly classified, stored, and protected, helping you maintain a complete audit trail
Designed for Financial Services Teams
Konnect eMail is a powerful platform, cross-platform Outlook add-in that integrates directly with Microsoft 365, allowing financial services firms to save emails and attachments directly from Outlook into SharePoint, Microsoft Teams, or OneDrive—with automatic metadata tagging for complete classification and compliance.
It combines the familiarity of Outlook with the governance, searchability, and security of your Microsoft 365 environment, helping you meet record-keeping requirements while reducing manual work. Whether your firm is on Windows, Mac, web, mobile, or New Outlook, Konnect eMail delivers the same streamlined, compliant experience for finance document management.
For financial services firms, this means fewer manual interventions, complete client records, and better audit readiness.
How Konnect eMail Transforms Your Outlook Workflow
1
Select Emails or Attachments
Choose single/multiple items inside Outlook.
2
Choose the Destination
Pick a SharePoint site, Teams channel, or OneDrive folder.
3
Add Metadata
Auto-filled metadata ensures proper classification.
4
Save & Sync
Files are instantly stored in a secure, centralized repository.
Who Benefits from Finance Document Management?
Finance Teams
Save financial documents, customer communications, and compliance files.
Wealth & Asset Management Firms
Organize client portfolios, statements, and communication history.
Accounting & Tax Firms
Store client financials, returns, supporting documents, and audit trails.
Financial Services
Maintain complete records of client interactions and investment documents.
Why Choose Konnect eMail for Finance Documentation?
Financial services and insurance firms operate under strict deadlines and complex compliance requirements. Disconnected tools create inefficiencies, compliance gaps, and unnecessary costs.
Konnect eMail removes these flaws by centralizing operational and communications data into a single, secure system. Because every action is recorded and traceable, an audit-ready environment is created—reducing the expense and difficulty of regulatory reviews.
Email is frequently the weak point, even with strong internal controls. Inbox attachments and messages lead to governance gaps. Konnect eMail fixes this— allowing you to capture emails, attachments, and metadata directly into SharePoint, Teams, or OneDrive.
Centralize Your Financial Communications — Right from Outlook
Trusted by Financial Institutions & Advisory Firms
Benefits for Financial / Insurance Firms
Financial services firms and insurance companies need more than basic software – they need tools that improve accuracy, reduce risk and increase efficiency. Konnect delivers this in several ways.
Better Billing Accuracy
Accurate record-keeping of client communications supports clear invoicing, reduces disputes, and ensures faster payments.
Risk Mitigation
Built-in monitoring and secure storage of all communications help close compliance gaps before they become costly issues.
Better Resource Utilization
Visibility into workloads and profitability is key to maintaining healthy margins. Centralized access to client files and correspondence improves team efficiency and helps allocate resources more effectively.
