List of Docunym Cloud Customers
Solon, 44139, OH,
United States
Since 2010, our global team of researchers has been studying Docunym Cloud customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Docunym Cloud for Enterprise Content Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Docunym Cloud for Enterprise Content Management include: BSI Financial, a United States based Banking and Financial Services organisation with 500 employees and revenues of $100.0 million, Lee & Mason Financial Services, a United States based Insurance organisation with 10 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Docunym Cloud, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Docunym Cloud customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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BSI Financial | Banking and Financial Services | 500 | $100M | United States | Specialized Business Software | Docunym Cloud | Enterprise Content Management | 2013 | n/a |
In 2013 BSI Financial implemented Docunym Cloud as an Enterprise Content Management system to manage loan document imaging, indexing and workflow for loan servicing, loss mitigation and related finance processes in the United States. The deployment is recorded as starting in 2013 and is estimated to have gone live the same year, establishing a cloud-hosted document repository for servicing operations.
The implementation emphasized document capture, optical character recognition and automated classification and indexing, with public role-based sources indicating integration with Ephesoft for OCR-driven capture and metadata extraction. Docunym Cloud was used to configure imaging pipelines, automated indexing rules, retention controls and workflow orchestration for document routing and exception handling.
Operational coverage focused on loan servicing, loss mitigation and finance teams across the United States, providing a centralized ECM instance for records management and audit trail generation. Functional modules implemented include document capture and OCR, classification and indexing, repository storage and workflow management, supporting servicing operations, collections and compliance-related document flows.
Governance and rollout centered on standardizing indexing taxonomy, defining role-based access and approval workflows, and operationalizing document-centric processes within servicing and finance functions. The project approach reflected phased enablement of capture and workflow capabilities to align with loan servicing and loss mitigation business processes.
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Lee & Mason Financial Services | Insurance | 10 | $2M | United States | Specialized Business Software | Docunym Cloud | Enterprise Content Management | 2018 | n/a |
In 2018 Lee & Mason Financial Services acquired Specialized Business Software and Docunym and deployed Docunym Cloud as an Enterprise Content Management solution to underpin its new Intrex collateral-protection and client platform. The acquisition and deployment were used to apply document management and workflow capabilities specifically to insurance and collateral-protection processes.
Docunym Cloud was configured to provide core Enterprise Content Management capabilities including secure document capture, metadata indexing, centralized content storage, and workflow orchestration to support document-centric collateral workflows. Configuration emphasized policy-driven document routing and automated handoffs between collateral verification and client servicing tasks, aligning ECM functionality with insurance operational workflows.
The implementation integrated Docunym Cloud into Lee & Mason Financial Services operations in the United States and was embedded within the Intrex platform to provide persistent document workflows across collateral-protection processes. Integrations were focused on operational handoffs and document lifecycle management rather than enterprise application replacement, with ECM workflows driving task state and evidence capture for collateral events.
Governance centered on platform level workflow ownership and process alignment between document controls and collateral verification procedures, enabling faster platform development and operationalization. Outcomes explicitly reported include accelerating Intrex development and integrating document workflows into Lee & Mason Financial Services U.S. operations, using Docunym Cloud as the Enterprise Content Management backbone for the Intrex solution.
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