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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.   |
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. |
CIO
January 15, 2002
Simone Kaplan |
Management by Any Other Name? The line between the document management and content management markets is growing fuzzier by the day... |
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
February 1, 2008
Phillip Britt |
Burning Up the Paper Trail Origen Financial turns to automation to minimize a mountain of mortgage paperwork. |
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. |
Bank Systems & Technology
March 10, 2004
Cynthia Ramsaran |
What's Up, Docs? Banks move towards electronic systems to manage documents. |
Bank Systems & Technology
January 29, 2005
Walker & Dunay |
Time to Digitize Few organizations have actually institutionalized business processes through a software infrastructure, instead relying on people to figure it out. |
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. |
Bank Systems & Technology
February 21, 2008
Anthony O'Donnell |
Document Automation Vendors Expanding Focus to Enterprise Content Management Acquisitions in content management space by HP and EMC show a new shift in focus on enterprisewide content management solutions. |
Bank Systems & Technology
March 7, 2005
Cynthia Ramsaran |
Imagine Imaging Loans Faced with constantly changing lending regulations, keeping up with the demands of compliance while maintaining a cost-efficient system to manage loan documents can be a major challenge for any bank. |
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. |
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
January 29, 2008
Katherine Burger |
How Will Consolidation in the Document Management Sector Affect Banks? If you are a bank customer of Document Sciences or Exstream Software, how will the acquisition of these document management companies, by Hewlett Packard and EMC respectfully, affect your business? |
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
April 2009
John Adams |
Lending Clarity from the Cloud Community First Bank was initially attracted to Web -based loan automation as way to allow loan processing and reporting to escape the bottlenecks of spreadsheet town. |
Insurance & Technology
February 6, 2008
Anthony O'Donnell |
Document Automation Vendors Emerge As Enterprise Content Management Players As recent acquisitions in the content management space by HP and EMC demonstrate, in a Web-based world, solutions that focus on the end product rather than the storage location of content are becoming a focus of enterprise-wide content management solutions. |
InternetNews
June 7, 2004
Clint Boulton |
Adobe Launches PDF Platform For Web Services Adobe moves its portable document format closer to a Web service. |
| PHONE+ |
Case Study: iPad Lightens Remote Workload A case study about how NTREIS implemented a time-saving document management system accessible via iPad. |
Insurance & Technology
October 29, 2003
Peggy Bresnick Kendler |
Improved Corporate Content Management New regulations and competitive pressures have insurers turning with renewed urgency to document technologies to manage corporate information. |
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. |
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. |
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
October 2010
David J. Drucker |
Audit Ready This tool should make your SEC audit go more smoothly. |
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. |
Bank Technology News
October 2001
David Rountree |
Imaging IT: A Second Look While financial services firms are leaders in the automation of document management, providers of imaging technology say their applications can do much, much more today... |
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. |
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. |
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. |
BusinessWeek
April 19, 2004
Stephen H. Wildstrom |
Don't Let Word Give Away Your Secrets Hidden data can reveal too much about a document's murky past |
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. |
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. |
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. |
Bank Technology News
March 2005
Shane Kite |
Knowledge Management: Aiming For Better Insight Into Clients Automating customer information allows banks and brokers such as Raymond James and ING Belgium to analyze data at a higher level, which aids in service and marketing. |
Financial Advisor
March 2010
David Lawrence |
A Key To Efficiency Advisors today have many choices when it comes to document management software. |
Bank Systems & Technology
August 30, 2005
Peggy Bresnick Kendler |
Perspectives: Enterprise Content Management In addition to helping banks cut costs through automation, enterprisewide content management has the power to reduce risk, improve customer service and facilitate compliance. |
Bank Technology News
May 2005
John Adams |
Mortgage: Republic Hits Vegas With Less Paper Republic Mortgage is using imaging for customer delivery and secondary market sales in the fast growing Vegas market, shaving paper and storage costs. |
T.H.E. Journal
March 2000 |
University of Utah Saves Time and Paper |
CIO
July 15, 2002
Chris Lindquist |
Fast Content Access EMC has unveiled its new Centera line of products designed to provide corporations with quick access to large volumes of "fixed content" data, such as documents, e-mail, spreadsheets, video, still images, CAD/CAM designs and the like. |
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. |
PC Magazine
July 1, 2003
M. David Stone |
Keep Tracked Changes Is there a way to rebuild the document and keep the individual revisions? |
Bank Technology News
February 2001
Debra Haverson |
Document Imaging After E-Sign New imaging technologies are more likely to be adopted now that electronic signatures are legally binding and paper contracts largely unnecessary... |
T.H.E. Journal
April 2001 |
Focus on Copiers: Xerox Xerox's Document Centre 480 is the final device in the 400 series of printer-copiers, and includes software that enhances individual and enterprise document management and knowledge sharing... |
Bank Technology News
March 2011
John Adams |
Alpine Tackles Risky Business Through the use of IT at Alpine Bank, the monthly labor involved in loan review has been cut in half. |
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. |
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 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. |
CIO
March 15, 2003 |
Mandate from SEC Regulators: Save Your Electronic Documents The rules take effect Oct. 31, giving CIOs seven months to deploy the capability to save records if they don't already have it. Here are some tips for getting started with a document retention plan that meets the spirit and letter of the law. |
PC World
October 11, 2000
William Van Winkle |
The Paperless Office Vexes and Indexes Computhink's The Paperless Office is a complex and powerful document management solution, but it has a few quirks. |
