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Investment Advisor February 1, 2011 Dan Skiles |
Building an Efficient Document Imaging Strategy The good news regarding document imaging and management is that most advisors are already storing some of their documents electronically. The challenge for advisors is making sure that they have the right system in place for their firm. |
Information Today November 6, 2008 |
Automatic Categorization Added in Hot Neuron's Clustify 2.0 Hot Neuron, LLC announced the release of version 2.0 of its Clustify document clustering software, which features automatic document categorization and other tools to help corporations and law firms explore and organize large document sets. |
Insurance & Technology February 1, 2006 Maria Woehr |
KMG Taps InSystems To automate policy document creation, maintain accuracy across 46 states and streamline regulatory filings, employee benefits provider KMG America chose InSystems' Calligo Document Services. |
CRM December 23, 2011 Peter Mollins |
Staying in Control: Managing Sales and Marketing Documents Document management tools allow teams to access, store, and collaborate content from the public or private cloud. |
Financial Advisor May 2009 David Lawrence |
Worth The Investment The simple truth is that those advisors boasting an efficient document management system can bring their costs way down over time. |
Bank Systems & Technology June 20, 2008 Paula Damiano |
Citizens Bank Rolls Out GoldTracks Records Management System Citizens Bank will use GoldTracks document tracking and imaging solution to automate and centralize its loan operations. |
Bank Technology News January 2010 John Adams |
Stay at Home, Bank Auditor Reliance Bank uses document management software to allow three of its four yearly "hired" audits to be done remotely via a mailed disk containing images of thousands of internal loan documents, saving time and money. |
Financial Advisor February 2010 Joel P. Bruckenstein |
One For The Short List Document management system Image Executive allows advisors to operate more productively, efficiently and securely. |
Bank Systems & Technology May 10, 2010 Penny Crosman |
First iPad App for Loan Documents Launches Borrowers can review the documents on the tablet, sign directly on the iPad and electronically complete the process. |
Financial Planning October 1, 2008 Jane Worthington |
Document Requests Every registered advisor can expect an SEC staff examination and document request. To ease your firm through the process of delivering the documents in a timely manner, it's important to ensure that documents are easily accessible. |
Bank Technology News January 2006 |
Better Info Security Driven By Regulatory Compliance If information security is to become a strategic priority, then banks can start by reviewing existing practices -- their own and that of those companies with which they do business. |
Information Today March 3, 2008 |
Hot Neuron Introduces Document Clustering Software Hot Neuron announced the release of version 1.0 of its Clustify document clustering software, aimed at helping corporations and law firms explore, organize, and tag large document sets. |
Financial Advisor March 2010 David Lawrence |
A Key To Efficiency Advisors today have many choices when it comes to document management software. |
CRM February 1, 2008 Phillip Britt |
Burning Up the Paper Trail Origen Financial turns to automation to minimize a mountain of mortgage paperwork. |
Financial Planning September 1, 2008 Joel P. Bruckenstein |
Going Paperless More financial planners are starting to embrace the idea of using a document management system. |
Bank Systems & Technology March 29, 2006 Judy Ward |
Easy Money To streamline the loan-origination process, First National Bank and Trust Co. decided to replace its legacy lending system. |
PC Magazine August 30, 2006 |
Find the Microsoft Office Document Imaging Utility Using Microsoft Office to fax your documents. |
Insurance & Technology May 3, 2006 Maria Woehr |
A Winding Road to Success To manage an influx of claims processing documents for its TRICARE division, Wisconsin Physicians Service Insurance selected Cincom Intelligent Document Solutions. |
Insurance & Technology January 5, 2007 Chris Smith |
Content Management And BPM Converge Moving into 2007, insurers should be looking at ways to further integrate document and business processes, creating fully automated, end-to-end document and content solutions. |
Information Today January 13, 2015 |
OCLC and the British Library Team Up for Document Delivery OCLC's WorldShare Interlibrary Loan is now fully integrated with the British Library Document Supply Service to give libraries a new option for document delivery. |
Financial Advisor September 2007 Joel Bruckenstein |
File Trials Today's regulatory, legal and security environments demand a more robust document management solution and financial advisors who downplay these issues may find themselves doing so at their own risk. |
Bank Systems & Technology November 1, 2006 Vicki Gerson |
An Image of the Future Hancock Bank decides to go with an electronic document management system. |
Bank Technology News August 2006 John Adams |
Documents: A Shred of Safety in Pennsylvania Leesport Financial Corp. is offering a document shredding service to its customers. |
Bank Technology News February 2009 Brian Longe |
Customer Satisfaction Begins with a Single Compliance Solution Using a single technology platform to handle all of its compliance needs allows a bank to open new accounts and complete transactions more quickly through the solution's common database structure. |
PC Magazine May 3, 2006 |
Word Reports From Boilerplate Text I want to insert multiple Microsoft Word 2003 files into one document to create a report from boilerplate text. |
PC Magazine January 1, 2008 Matthew D. Sarrel |
Use Office to Collaborate on Projects Use the collaboration features in Microsoft Office to track the development of a document. |
U.S. Banker March 2011 Jeremy Quittner |
Banks Band Together Social media forums allow community banks to share information on compliance and other topics. |
Insurance & Technology August 12, 2005 Peggy Bresnick Kendler |
The Compliance Challenge Industry experts offer opinions on what the biggest challenges carriers currently face in terms of regulatory compliance. |
Financial Advisor July 2008 David Lawrence |
Keeping The Record Straight Financial Planning Association President Mark Johannessen and Andrew J. "Buddy" Donohue, director of the investment management division of the U.S. Securities and Exchange Commission, discuss current regulatory issues affecting the financial planning profession. |
InternetNews January 11, 2006 David Ian Miller |
Adobe's DRM Push Is Adobe Systems deliberately stomping on Microsoft's technological toes or just breaking into the profitable digital rights management marketplace? |
PC Magazine October 10, 2007 Dave Cardinal |
New Features for Long Documents Microsoft Word 2007 has added a number of capabilities that make it much easier to author long documents. |
Information Today August 20, 2007 |
Recommind Introduces Axcelerate eDiscovery Recommind's new document coding and analysis solution, Axcelerate eDiscovery, offers law firms accurate and extensive culling and filtering of virtually all document types. |
Information Today April 21, 2015 George H. Pike |
May 1 Named National Day of PACER Protest Advocates for free access to legal information on the internet have proposed May 1 as the National Day of PACER Protest to encourage the federal courts to remove cost barriers to a wealth of information from the nation's courts. |
Wall Street & Technology March 1, 2004 |
Getting Management on Board With Compliance Compliance and litigation readiness have blasted up the priority list of top management. Leading financial institutions have appointed general counsel into top management roles. Boards of directors are reviewing and approving technology solutions. |
Pharmaceutical Executive December 1, 2006 Brown & Yacano |
Legal: E-headache Document production has always been a tedious and costly part of litigation. Now, with new rules governing electronic information, pharma companies must brace for a whole new set of associated costs. |
PC Magazine August 1, 2007 Neil Rubenking |
Tricky Word Formatting Tips The best way to change formatting in isolated areas of Word documents. |
U.S. Banker May 2005 Karen Krebsbach |
SOX Costs Prompt Switch From Public to Private Many public community banks are going private to avoid the high costs and reporting requirements of Sarbanes-Oxley compliance. But are the savings of going private worth the hassle? |
CFO June 16, 2003 Bob Violino |
File Under 'Nightmare' Information overload has acquired a regulatory dimension, forcing senior executives to take notice. |
InternetNews December 6, 2006 Michael Hickins |
Microsoft Soothes Mac Attack Microsoft announced that it will release a free public beta of file format converters between Office 2007 and Office for Mac in the spring of 2007. |
InternetNews November 17, 2006 Andy Patrizio |
Adobe Right Management Server Extends to Office Adobe Systems has released LiveCycle Policy Server 7.2, an update to its enterprise rights management software that adds fine-grain encryption and protection to document files. |
Entrepreneur November 2005 Jane Easter Bahls |
Shred Away? If your company doesn't have a document retention policy in place, ask your lawyer how to create one - then be consistent in following it. |
D-Lib Mar/Apr 2014 George V. Landon |
Report on the 2nd International Workshop on Historical Document Imaging and Processing (HIP'13) Technical areas covered in the workshop included information extraction and retrieval; reconstruction and degradation; text and image recognition and segmentation; and layout analysis and databases. |
Entrepreneur February 2007 David Worrell |
Stock Support Save time and money when selling stock in your company to raise money. |
Commercial Investment Real Estate Mar/Apr 2008 Todd Clarke |
Paperless Tools As commercial real estate professionals take their companies paperless, they should realize there are several tools that can assist with their green efforts. |
D-Lib Mar/Apr 2009 George V. Landon |
Toward Digitizing All Forms of Documentation Techniques to digitize numerous forms of documentation, including deteriorated manuscripts and photography. |
Linux Journal April 13, 2006 Bruce Byfield |
OOo Off the Wall: Combining Documents with OOo Before you ask for a Reveal Codes feature in OpenOffice.org Writer like the one in WordPerfect, try learning how to use the tools already offered in Writer. |
InternetNews November 18, 2010 |
Mobile Editing Coming for Google Docs Google is looking to drive productivity on the go with a new document editor fir Google Docs geared for mobile browsers running on Android and Apple's iOS. |
Financial Advisor December 2008 Joel Bruckenstein |
Beyond Paperless Laserfiche Avante's document management and other features allow advisors to find new ways to structure work flow. |
Bank Technology News May 2007 John Adams |
Healthcare: Fifth Third Wants a Healthy Future Banks are well positioned to be the nexus between payers, providers and patients. But to automate medical payment documents banks must cope with a new level of complexity. |
InternetNews April 11, 2007 Andy Patrizio |
Kimra Hawley, CEO, Attenex Attenex was founded with the goal of achieving a 10 times productivity improvement for the e-discovery process. |