Serving the Vast Majority of the World’s Banks to Meet, and Extend, Document Handling Needs

Software Solutions that Securely Meet the Stringent Requirements of the Financial Services Sector

Banks today have to address an ever-growing list of governmental, data security and corporate regulations and standards – all mandated to protect information in the digital world we now live in. Privacy concerns that include protecting customers’ personal information, as well as the transactions processed for and by them must be addressed, and solutions devised to meets these standards.

There are many unique requirements of the banking industry, both in the data handled, and the way in which it needs to be handled. Computing and software systems for this sector must operate 24/7/365 and be virtually ‘bulletproof’ – requiring redundant (parallel) hardware platforms that offer real-time online transaction processing (OLTP), and software that offers reliable cross-platform interoperability. One of the mission-critical software solutions that must perform flawlessly is the system that provides secure viewing and handling of the huge volume and variety of documents that banks, as well related financial institutions, must process, manage and archive each and every day.

The Right Tools for Secure Document Viewing and Streamlined Forms Processing - Worldwide

The key here is the ‘secure’ in document viewing. One of the biggest motivators for banks these days, as evidenced by the number of articles written on the topic, is data security. The banking and financial services industry is very focused on the security of their data and online transactions – and rightfully so. Any system integrated to accompany their content management systems must meet rigid scrutiny and perform without fail. Document viewing systems from vendors like Snowbound Software not only meet these high standards, but surpass them, ensuring that a wide variety of document and image file types may be securely accessed, viewed and processed - all while meeting or exceeding mandated data privacy standards.

“US banks and corporations generate huge numbers of documents that are circulated world-wide. Some of those checks and documents are in proprietary formats– for example AFP documents and ABIC check images,” explained Simon Wieczner, President of Snowbound Software. “Given how closely bound the world’s financial institutions are today, they all need to handle similar data and documents – hence they use Snowbound document viewing products that support almost any document (or image file type for that matter) thrown at them.”

Content Access no matter the Document or Platform Type

The key technology behind universal document viewers relates to the file conversion process taking place behind the scenes. The document viewer’s display depends upon the performance and accuracy of the file conversion technology - to transform myriad document and image formats into universally readable files. And when files are accessed, document and image conversion processes need to be optimized so they can run at peak efficiency to quickly and effectively produce and display the document or image file(s) requested.

Snowbound document viewers ensure content accessibility across disparate hardware platforms as well, extending the ability to view and utilize document and image files across multiple platforms and repositories, regardless of file formats. Plus, Snowbound’s software provides rapid and reliable access to content both within and outside of your existing enterprise such as legacy content or other files stored in formats not supported by current viewing systems or other existing applications.

Streamline and Simplify Document Processing – the Right Tools for the Job

The volume, variety and format types of financial documents that need to be processed keeps increasing, so wouldn’t it be great to work with an application that keeps abreast of all of these factors? You need look no further than the document viewing solutions from Snowbound Software. Snowbound’s viewing and conversion technologies simplify and streamline document processing with state-of-the-art tools that enable better colleague collaboration to expedite workflow.

Document viewers have standardized tools for annotation and redaction that are vital for claims and application processing in the banking and financial services sectors expediting the processing of loans, mortgages and other financial documents. Annotation features including rubber stamps such as ‘APPROVED’, highlighting, “sticky notes” with comments to their reviewers and watermarks like ‘CONFIDENTIAL’ enable users to better collaborate during document processing, without affecting the original document or other annotations.

Redaction capabilities provide the ability to secure sensitive data such as social security numbers, credit information and account numbers from those unauthorized to view these – preserving original content while ensuring compliance with corporate and government regulations and security standards. 

Helping to Ensure Compliance Regulations and Corporate Data Standards are Met

Banks and financial institutions are constantly striving to keep up with increasing industry regulations to secure and store ever-growing volumes of data – and for longer periods of time. Governmental Acts passed over the last few years affecting the financial services sector include the Sarbanes-Oxley Act, with specific mandates and requirements for financial reporting for all public companies (enacted after corporate scandals including those by Enron, Tyco and others that cost investors billions), as well as the Dodd-Frank Wall Street Reform and Consumer Protection Act, designed to improve accountability and transparency, introducing new fund regulation and reporting by all public companies of employee pay ratios and other compensation data.

Regulatory compliance standards exist to protect us all and level the playing field, but must of course be integrated into existing enterprises’ data handling procedures as these acts are passed and enacted. IT professionals must work diligently to keep up with the advent of ever-more complex regulatory compliance requirements. Currently, regulatory standards are in place covering the areas of data privacy, security, retention, protection and accountability all to help safeguard consumer and patient information. Checks and balances within these areas exist to preserve the information and data. And investigative processes verify the integrity of privacy, security and data protection, and audits are required to ensure accountability.

High-speed viewing solutions help an organization’s IT department ensure compliance regulations are adhered to by providing a number of data-centric features.  For example, annotations are applied in layers and associated with the original file, but never merged into it – so document originals are not altered. Plus, annotations provide an audit trail of the workflow history – to record and report on the comments and approvals given during the document's lifecycle. Additionally, security settings include the ability to set user permission levels not only for content access, but annotations as well.

Snowbound Software - Banking on Success

For over sixteen years we’ve been delivering document viewing and conversion solutions to, among others, the banking and financial services industries. We’re proud to call the majority of the world’s largest banking concerns our customers, and we will continue to do everything in our power to keep their trust.

We’re Snowbound Software – how can we help you?

About Snowbound Software

Snowbound Software is the market leader in document viewing and conversion applications and software development toolkits. The firm’s solutions help organizations around the globe in a variety of industries keep their mission-critical information flowing smoothly and securely in the digital age. In the banking industry alone, Snowbound’s technology is used by 9 of the 10 largest US banks and 7 of the 10 world’s largest financial institutions.

For more information, contact us at 617-607-2010 or email:, or visit our website:, or blog: