- CALL US (800) 447 3177
-
U.S
- Australia
- U.S
- N.Z
- Canada
- Home
- Financial Services with Donesafe
Ensure compliance and efficiency with Donesafe's solution for Financial Services.
Increasing efficiencies in EHS, Risk and Sustainability processes is one of the biggest challenges facing the financial services industry today. Many still record their data using outdated and inefficient spreadsheet-based or legacy solutions.
The depth and breadth of the Donesafe platform enable organisations to manage all EHS, Risk and Sustainability challenges in the one location. With many Financial Service organisations still recording their data using outdated and disconnected processes, Donesafe allows them to transition into the one central software platform.
With Donesafe, Financial Services firms can identify and manage their operational risks, strengthen their audits and controls processes and ensure business continuity whilst mitigating reputational damage. Companies are able to comply with a range of regulations and standards around the world. In addition, firms can centralise all risk and compliance data and provide a comprehensive view of their performance to stakeholders.
Not only protect your brand reputation but improve upon it. Gain an advantage through innovation and class leading processes.
LITIGATION
Reduce the risk of litigation and financial penalty. Non-compliance and breaches can significantly disrupt business operations.
COMPLETE GRC
Connect all your apps, people and processes together to form a highly efficient governance, risk and compliance management solution.
Donesafe's latest Financial Services clients
INTERESTED? Instantly access demos, case studies, resources and more!
All apps powered by the Donesafe platform
The Donesafe platform allows you to imagine, create and continuously improve your solution to compliance and risk management. Choose to embark on this journey by yourself or with the help of Donesafe experts.
Donesafe boasts the leading range of core functionality which all Donesafe modules and solutions are built upon. Whether you invest in our entire suite, or just a single module, you will benefit from the features listed below.
Mobile App
Access Donesafe on any device with our native mobile app. Compatible with Apple, Android and Windows devices, the Donesafe app can even work when offlineDashboards
Create any number of dashboards that are uniquely tailored to each job role, site or individual in Donesafe. This creates an environment that is far more approachable, without any unnecessary noise and complexity. End users can have a simple dashboard, while managers can have multiple reports, alerts and actions that relate only to them.27001 Security
Donesafe is hosted on Amazon Web Services, and is trusted by defence and government organizations. ISO 27001 compliance is a part of our overall focus on security.API Access
Seamlessly communicate with third party systems and applications to send and receive data from one database to the other. Sync in real time or set time intervals of your own choosing.Signatures
Electronic signatures that work using a mouse or your finger tips (touch screen only).Offline Capable
No internet, no problem. Offline capabilities allow remote or unconnected users to capture data and sync when they regain connectivity.Custom Branding
Make Donesafe look like your own. Change colours, upload your logo, use your own labels, titles and terminology.Data Migration
Often a pricey and time consuming hurdle, data migration is made easy using our DIY import tool. Rather than paying expensive developers, Donesafe's data migration can be performed by your account manager or yourself. Map data from Excel spreadsheets directly to the fields within the Donesafe system and import.KPI Monitoring
Create accountability to strategic goals by measuring and monitoring key performance indicators.Language Translator
Tailor Donesafe to support multiple geographic locations. Configure the primary language of each location or division across your organizationLive Support
Donesafe boasts a powerful knowledge base. If you can't find an answer here, our in-app chat support will connect you with a Donesafe support team member. Enterprise clients also receive an account manager.Automation
Remove the time heavy administrative burdens and spend more time doing high level tasks. Achieve more with less resourcesSingle Sign On
Ensure a seamless experience with single sign-on capabilities. Users require a single set of credentials in order to access all areas of Donesafe.Smart Forms
Add logic to make your forms smart. Forms can make decisions for users, input data automatically, show and hide fields and drag and drop files. Removing hurdles and making data input fast and easy encourages system-wide participation.Search Bar
Use a Google-like search bar to find any snippet of data that exists in Donesafe. For example, find any worker that has completed their induction training and has a forklift licence that is current.Custom Reports
Donesafe's report builder is market leading. Create and save a report that interrogates any data field within the platform. This includes drilling right into sites, worker roles, date ranges, workflow progress, status and more. Saved reports automatically become a widget that can be placed on your dashboard.Configurability
Future proof your compliance systems. Donesafe's powerful 'drag and drop' workflow and form configuration workbench enables you to make changes in minutes yourself. Gone are the days of paying high-cost developers for small changes.Data Exporter
Export all reports and compliance data with a click of the button. Perfect for presentations or reporting legislative requirements, such as OHSA 300 (USA).User Roles
A highly important feature that allows you to set unique attributes to anyone tagged with a user role.Multi-platform
Donesafe works on every device and every OS (Windows Explorer 11 or newer). You would be surprised, we are one of the only compliance platforms that do.Actions
Actions can be automatically created and sent to workers based on specific conditions. Donesafe will even follow up on actions if they are not marked as complete. Includes corrective actions.Analytics
Donesafe is more than just a place to consolidate your data and run reports. Donesafe uses AI (Artificial Intelligence) to read data, alert you to potential issues, and change day-to-day worker behavior.Scheduler
Create a system that automatically keeps workers accountable for recurring tasks.INTERESTED? Instantly access demos, case studies, resources and more!
Plus choose from over 30 other market leading apps
Pick and choose from over 30 different modules to plug into your Donesafe platform.
Mix and match modules from safety, quality, environment and supplier to create a system tailored to your needs.
Cloud-based software modules are designed to address all safety related legislations, including but not limited to ISO 45001 and OHSA.
CHECKLISTS
AUDITS
HAZARDS
RISK MANAGEMENT
MEETINGS
MENTAL HEALTH
FLEET
ASSET & PROPERTY
COMPANY REGISTER
PPE REGISTER
CHEMICAL REGISTER
COMPLIANCE OBLIGATIONS
PROJECTS
DRUG AND ALCOHOL TESTING
WIKI
CHAIN OF RESPONSIBILITY
JSA / SWMS
ASBESTOS
SAFETY DATA SHEETS
DOCUMENT MANAGEMENT
CUSTOM MODULES
Cloud-based software modules are designed to address all quality related legislation, including but not limited to ISO 9001.
Cloud-based software modules are designed to address all environment related legislation, including but not limited to ISO 14001.
Manage the award of work to suppliers, and effectively track supplier (vendor) performance and supplier relationship management.
