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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
March 2010
David Lawrence
A Key To Efficiency Advisors today have many choices when it comes to document management software. mark for My Articles similar articles
CRM
February 1, 2008
Phillip Britt
Burning Up the Paper Trail Origen Financial turns to automation to minimize a mountain of mortgage paperwork. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
PC Magazine
August 30, 2006
Find the Microsoft Office Document Imaging Utility Using Microsoft Office to fax your documents. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Bank Systems & Technology
November 1, 2006
Vicki Gerson
An Image of the Future Hancock Bank decides to go with an electronic document management system. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
U.S. Banker
March 2011
Jeremy Quittner
Banks Band Together Social media forums allow community banks to share information on compliance and other topics. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
PC Magazine
August 1, 2007
Neil Rubenking
Tricky Word Formatting Tips The best way to change formatting in isolated areas of Word documents. mark for My Articles similar articles
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? mark for My Articles similar articles
CFO
June 16, 2003
Bob Violino
File Under 'Nightmare' Information overload has acquired a regulatory dimension, forcing senior executives to take notice. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
February 2007
David Worrell
Stock Support Save time and money when selling stock in your company to raise money. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles