Are You Prepared for the New Year?

By | 2017-12-01T11:35:42+00:00 December 1st, 2017|

2017 is coming to end, and 2018 is just around the corner. With the end of the year comes the busy holiday season, tax filing, and potential tax audits. Is your business prepared for tax season? Are your documents stored for simple, quick access in case of an audit? If not, implement a Document Management

Why Cloud Document Management Software Works for CFPs and Wealth Advisors

By | 2017-07-21T17:10:22+00:00 July 20th, 2017|

There’s no way around it: Cloud document management software works for CFPs and wealth advisers, and makes for a better work-life balance. Financial services professionals must sell clients before demonstrating their expertise, and the cloud provides the efficiencies needed to make this a reality through technological mediums and delivery devices such as smart phones and

Doc Management Software for Financial Services Companies in 2017

By | 2017-06-26T17:13:39+00:00 May 22nd, 2017|

Doc management software for financial services companies is becoming as crucial of a component to financial advisors’ professional portfolios as choosing the right securities is to the clients they advise. In the financial services industry, fee only financial planners are becoming the norm as consumers want to steer clear of financial services professionals commissioned

Using Document Management to Solve Financial Services Problems in 2017

By | 2017-04-27T12:58:21+00:00 April 27th, 2017|

Financial services document management will be crucial in solving some of the biggest challenges that certified financial planners and wealth management professionals will face in 2017. The rules and regulations surrounding the financial industry have changed, and numerous strategies are being adopted to shake up ineffective industry traditions. More specifically, technology plays a bigger role

How ECM Can Improve Transactional Banking Processes

By | 2016-12-15T11:58:20+00:00 April 12th, 2016|

Banking is facing a paradigm shift in the customer experience as the industry moves away from pure accounting and must address globalization and broader market strategies. Transactional banking providers are now competing against banks not in their footprint and third-party systems and apps that are serving as the clearing house and cutting deep into margins.

How ECM Helps Financial Organizations Traverse 2016 Data Management Demands

By | 2016-12-15T11:58:20+00:00 April 12th, 2016|

The data management demands placed on financial organizations are shifting rapidly this year under new pressures around customer information, bridging disparate data sources and properly organizing information for daily use, according to the latest industry forecasts. To address this, many financial organizations are focusing efforts on creating central repositories of data with centralized regulatory

How Financial Organizations Can Endure Stress Testing Through ECM

By | 2016-12-15T11:58:20+00:00 April 12th, 2016|

Perhaps the best place where an enterprise content management (ECM) system will help with financial stress testing is in the documentation requirements that regulators seem to increase each year. Documentation needs to cover almost all aspects of the bank’s financial efforts, from traditional assets and portfolio understanding to a detailed description of every outsourced process

What Burgeoning Integration Technology Means for the Finance Sector

By | 2016-12-15T11:58:20+00:00 April 12th, 2016|

More exacting integration of third party add-ons and features in ECM solutions bring with it a more effective way to facilitate interoperability between banks and their customers. Support can come from both sides of the customer-bank relationship. Many consumers are turning to individual financial tools — like the Mint app — to better handle their

ECM Is Transforming Ethics in the Banking and Lending Industries

By | 2016-12-15T11:58:21+00:00 April 12th, 2016|

Ethics in banking often conjures up images of Mr. Potter from It’s a Wonderful Life, but there are many other challenges of ethics and moral philosophy that banking and lending leadership face on a consistent basis. It is easy to view ethics as relative to the individual or the institution, but there are intersections that

Why Banking Has Gone Digital [Slideshow]

By | 2017-06-05T17:00:10+00:00 March 29th, 2016|

The banking world is far different from what it was just a few decades ago. These days, you can quite literally do all of your banking on your smartphone or your computer. There are few other industries in today’s world that have seen quite the same level of digital transformation as banking has. Why this

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