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 ...

Discover how to build a customized Microsoft document management system for your business with the workflows, security and integrations you want.

The key departments involved in policy management operations are new policy sales, central document processing and customer service. Incoming new policy sales volume is 20% paper and 80% fax/email.

If you use Documentum for your enterprise content management platform -- or SharePoint, Alfresco, Oracle, or maybe a mix of these -- then you might be interested in having a look at Generis CARA. CARA ...

Forty-eight percent of workers struggle to find files, 45 percent of SMBs still use paper, and e-signatures can boost close rates by 28 percent or more.

Depending on which functions the enterprise requires and whether you choose to deploy content management with FileHold, WSS may be adequate or at least a solid initial step to implementing a ...

DocFinity – As an insurer, you probably recognize the value of digital storage and workflow automation for business. Not only does it accelerate processing speeds and improve service; it makes the ...

The company's strength has been in rapid deployment, and the release of Stellent 7.0 will enhance that strength, said Dan Ryan, executive vice president of marketing and business development at ...