FILESTAGE FOR FINANCIAL SERVICES
Publish high quality content with confidence
Set up a consistent approval process in two minutes and make sure all your files are accurate and compliant.
- 7-day free trial
- No credit card needed
- GDPR compliant
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Run your whole review process in Filestage
Set up a clear approval process
Keep standards high across your whole company.
Loop in the right people automatically
Make sure every file is accurate and compliant.
Collaborate on files in real time
Chat in the comments to get everyone on the same page.
Download review audits instantly
Keep a record of every file’s journey to the finish line.
Make compliance easy across your whole organization
Rules and regulations don’t have to be a headache. With Filestage, you can set up a clear and consistent review process for all your files. And if it doesn’t get approved, it doesn’t get published.
Save your stakeholders from frustrating email chains
From documents to videos, Filestage works with all your file formats. So instead of bouncing between emails, Acrobat, and other complex tools, your stakeholders can give all their feedback in one place.
Speed up your review rounds and avoid bottlenecks
Tired of chasing people for approval? With automated due date reminders in Filestage, feedback always arrives on time. So instead of constantly playing catch up, you can focus on moving projects forward.
One platform for all your reviews
Financial reports
Collaborate on financial documents to make sure everything is accurate and up to date.
Direct mail and letters
Check that you’re sending the right information to your customers and prospects.
Promotional campaigns
Bring all your marketing files, formats, and reviewers together in one place.
Connect Filestage with your favorite apps
Automate your workflow with our native and custom Zapier integrations.
Project management
Assign review tasks to your teammates and track file statuses in your project management tool.
Messenger
Share files, comments, and review decisions in your favorite channels and spaces.
Content creation
Upload files and see comments in your content creation tools, so you can iterate and get approval faster.
And many more!
Create custom integrations in Zapier, turn marketing request forms into projects, and more.
Share files with confidence
Filestage puts you in full control, so you can choose exactly who can share, comment and download files in your projects.
And with full GDPR compliance, AES 256-bit encryption and ISO 27017 certified EU servers, you can rest assured that your data is in good hands.