Regardless of the sector you work in, investing in digital and automated transformation is becoming inevitable. Whether you want it or not, competition in the market will force you to embrace change ...

FP Alpha, a New York-based wealthtech firm that develops AI-driven financial planning software, has released a new insurance document management tool first teased at the annual Technology Tools for ...

written by David Kostya, Content Strategist @Boterns 19 th May 25 10:27 am Document chaos slowing you down? For insurers, document management often feels like a never-ending battle. From policy ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

The ability to manage and process information has become paramount to business success, and document management software (DMS) has played a critical role in this information revolution. As the founder ...

Between finding new clients, completing paperwork, and maintaining compliance, advisors often spend more time on back-end tasks than actually interacting with their clients. In fact, surveys have ...

James writes books, articles and jokes about technology from his Dallas-area home office. He also consults for those who don’t read his books and articles. If you want to get an IT manager riled up, ...

Traditional document management systems are plagued by inherent limitations. Navigating their compliance challenges and security vulnerabilities increasingly resembles a labyrinthine puzzle. Such ...

Document management systems are changing the way organizations store and retrieve documents and information. They replace old-school files and filing cabinets with new, high-tech tools. Electronic ...

There has been anecdotal evidence over the past 12 months that in some instances document management software is replacing enterprise content management systems. New research seems to bear that out.