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Insurance & Technology February 4, 2010 Nathan Conz	Penn National Empowers Agents With Easily Customized Documents Penn National Insurance has extended its relationship with HP Exstream to deliver documents to agents in real time via the carrier's agent self-service portal.
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 February 12, 2009	Reprints Desk Enhances Doc Delivery Service Reprints Desk, Inc. announced the release of enhancements to its STM Document Delivery service that enable research-oriented organizations to transform article ordering and delivery.
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 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.
Information Today March 18, 2013	Reprints Desk Launches Document Delivery Service for Academic Institutions Reprints Desk, Inc.announced the launch of A-Z Academic Document Delivery Collection, a new single-article document delivery retrieval service for academic libraries that provide literature acquisition services to faculty, graduate students, and undergraduate students.
Information Today June 5, 2014	EBSCO and Infotrieve Combine Solutions Their mutual customers can use a single platform for searching, econtent access, rights management, and document delivery.
Insurance & Technology November 6, 2007 Nick O'Connor	Agis Turns to StreamServe To Achieve Efficiency The Netherlands-based health insurer drives greater customer satisfaction through StreamServe's document production system.
Financial Advisor October 2008 Joel Bruckenstein	The Power Of PDFs Acrobat 9 Pro Extended offers some compelling new features that can be used to enhance a financial advisory practice.
CRM January 21, 2005	The Pulse: Are You Currently Using or Planning to Use... A chart depicting CRM delivery model options.
CRM February 1, 2008 Phillip Britt	Burning Up the Paper Trail Origen Financial turns to automation to minimize a mountain of mortgage paperwork.
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.
Wall Street & Technology April 14, 2006 Cory Levine	Logistics of E-Delivery The Internet has become an essential utility for American businesses and homes, but the extent to which individual investors are ready for an all-digital world has fallen into question over a rule proposal from the Securities and Exchange Commission.
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.
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.
Insurance & Technology February 10, 2010 Joel Curry	Data Quality is Key to Agency Portal Performance A relatively small investment in data quality can make a big difference in helping insurers get more out of their agent portals than they put in.
Investment Advisor October 2009 Mike Patton	Beyond the Plan Here's how the author uses his full plan as a basis for ongoing client service and business building.
PC Magazine September 13, 2006 M. David Stone	Expert View: The True Blue Document Scanner There must be a simple, one-step option to scan, recognize, and save the file.
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.
Bank Systems & Technology November 1, 2005 Phil Britt	Quicker Cash in Hand TD Banknorth's challenge to deliver loan documents electronically to branches is met with a Web Posting Service and online document hub from eLynx.
Information Today November 21, 2013	Reprints Desk Plans Document Delivery Upgrade Reprints Desk announced an upgrade to its Article Galaxy document delivery management system: The revamped service will debut in January 2014.
InternetNews November 23, 2010	Invincea Looks to Boost Adobe PDF Security Invincea argues that Adobe's in-house "sandboxing" technology might not be enough to mitigate the risks to the often-attacked PDF document format.
Financial Advisor December 2005 David L. Lawrence	Updating Your Update Reports Having systems and procedures in place to produce an update report that looks professional, is accurate and efficiently produced, and meets the needs of your financial advisory clients, without placing an undo burden on your staff or you, is worth considering.
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.
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.
Linux Journal February 1, 2007 Marcel Gagne	Cooking with Linux - Words, Words, Words... When it comes to being understood and sharing information, it's not just about open source, it's about open standards.
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.
PC World October 25, 2001 Cathleen Moore	Mail Threats Boost Online Alternatives As anxiety over anthrax spreads, more businesses are using e-mail and secure document delivery solutions...
Insurance & Technology January 25, 2010 Nathan Conz	iPipeline Launches e-Policy iPipeline has launched e-Policy, an electronic delivery system for policy documents.
CIO January 2, 2015 Steve Andriole	It's Time for CIOs to Let Employees Play With Technology IT departments should switch from planning-and-deploying to buying-and-trying.
D-Lib Nov?Dec 2010 Noonan et al.	PDF/A: A Viable Addition to the Preservation Toolkit We describe the format itself, the lessons learned as the authors investigated the tools readily available for creating PDF/A files and the design of the pilot to test implementation of the use of the format in The Ohio State University's repository, the Knowledge Bank.
Information Today March 13, 2006 Barbara Quint	Google Scholar Adds Pay-Per-View Delivery from The British Library Google Scholar continues to enhance its ability to not only find scholarly content but also to fetch it.
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.
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.
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?
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.
Financial Advisor October 2005 David L. Lawrence	An Efficient Financial Plan Production Process For financial advisers, the right software reduces work while making documents look better. A couple of popular choices in this category are MoneyGuidePro... Naviplan Central... Adobe Acrobat 7.0 Professional... etc.
Financial Advisor July 2009 Joel P. Bruckenstein	Formatting Fallacies For advisory businesses, choosing between TIFFs or PDFs for business records means understanding their pros and cons.
Information Today November 5, 2012	Research Solutions Transitions Document Delivery Customers to Reprints Desk Research Solutions co-founders Chris Atwood and Shane Hunt will join Reprints Desk in strategic customer-facing roles, where they will remain actively engaged with customers. Terms of the transaction were not disclosed.
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 Planning November 1, 2007 Joel P. Bruckenstein	Laserfiche Intuition Laserfiche is perhaps the most widely recognized name in document management among financial services professionals. Here is a product aimed at the sole practitioner or small firm.
Insurance & Technology July 12, 2006 Maria Woehr	Scanning Time To streamline Sarbanes-Oxley retention and retrieval requirements-induced document processes, AIM Mutual Insurance partnered with document management software provider Laserfiche.
Financial Advisor March 2010 David Lawrence	A Key To Efficiency Advisors today have many choices when it comes to document management software.
PC Magazine August 17, 2005 Neil J. Rubenking	Protect Shared Documents I want to protect Microsoft Word and Excel files from any changes when I send them to other people. Is there some way to lock the format and content when I send them to others?
Wall Street & Technology March 19, 2007 Cory Levine	The Proxy Plan: The Future of Shareholder Material Delivery Is Paperless The SEC has laid plans for proxy voting and shareholder materials to be delivered to investors electronically using a notice and access, but questions remain about voter adoption.
Information Today December 8, 2008 Barbara Quint	Reprint Desk Merges CCC's Rightsphere Into Document Delivery Service CCC launched the Rightsphere service in 2006, the same year that Reprints Desk began operation.
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.
Information Today February 17, 2009 Miriam A. Drake	GPO's Federal Digital System (FDsys) Goes Live The U.S. Government Printing Office hit the on switch in early February and brought up its new digital system, FDsys, for access to government information. T
Insurance & Technology February 2, 2007 Deena M. Amato-McCoy	Claiming the Future In the next stage of claims automation, insurers are looking to improve information sharing -- with internal claims specialists and external partners and policyholders.
Information Today June 23, 2003 Marydee Ojala	Changes in Document Delivery at Infotrieve and the British Library Two major document delivery sources announced changes to their delivery systems during the Special Libraries Association annual conference -- Infotrieve and the British Library. Not surprisingly, given the tight-knit world of document delivery, there are similarities in the two.