Financial Services
Turn your focus to business-critical functions when you partner with a dedicated team of financial industry specialists.
Financial institutions face intense regulatory scrutiny. Partner with Epiq to streamline internal operations, reduce risk, manage data, and meet litigation needs.
Access a broad range of advisory and technology-enabled services to plan, execute, and manage strategies to reduce risk and create better business outcomes.
Processing and Hosting
Handle your most complex processing projects and securely host data.
Managed Document Review
Meet delivery timelines and improve quality by scaling your team with subject matter experts and the application of legal technology, AI, and analytics.
Information Governance
Plan, execute, and manage information governance strategies that align with digital transformation, data growth, and increasing compliance requirements.
Data Migration
Seamless and compliant transition of data from legacy technology while mitigating risks.
Epiq Counsel
Flexible legal talent with financial industry expertise to help fill gaps, scale up quickly, and hit the ground running.
White Collar
Develop an informed strategy and effectively manage risk for reduced exposure in prosecution or government investigations.
Forensics
Ensure your organization’s data is preserved and collected quickly, securely, and defensibly.
Departing Broker Protocol
Mitigate the potential risks associated with departing brokers or other employees fora secure and legally compliant transition while safeguarding sensitive information.
Class Action/Mass Tort
Our proprietary Client Portal and Mass Tort dashboard will provide your firm with secure and constant access to a claimant's lien information and resolution progress, allowing for real-time monitoring and review of case activity.
Bankruptcy and Trustee Services
As a long-established leader in bankruptcy administration, Epiq’s highly experienced team as well as our technology and proprietary software promote efficiency and cost savings.
Corporate Restructuring
Our bankruptcy experts are committed to your organization's success, and have decades of experience providing innovative noticing, claims, and solicitation solutions.
Business Transformation Services
Drive impactful operational change and cost saving initiatives through Epiq's corporate and financing transaction administration solutions that are backed by an experienced team, resources and innovative technologies.Why Financial Services Organizations
Partner with Epiq
PARTNERSHIP
A longstanding relationship with Microsoft has established our reputation as a reliable and trusted partner.
KNOWLEDGE
Dedicated teams with years of financial industry experience and a proven track record for delivering results.
LEADER
Epiq provides services to 16 of the top 20 global investment banks, 9 of the top 10 US banks, and over 30 of the top 50 financial institutions.
TOOLS
Epiq leverages innovative technology, proven workflows, and customized playbooks for top-tier results and significant cost savings.
Microsoft and Epiq Making More Possible
Microsoft counts on Epiq’s blend of legal and technical expertise to help clients get more from their technology.
Learn more about Epiq and Microsoft's partnership.
Let’s create efficiencies and better business outcomes together.
Client Success
Financial Services Client Successfully Challenges Government Investigation
Ditech Accelerates Administration of Complex Restructuring Requirements
Financial Services Client Streamlines Contracts Workflow to Reduce Processing Time by 80%
