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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.   |
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. |
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. |
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 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. |
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. |
PC Magazine
August 30, 2006 |
Find the Microsoft Office Document Imaging Utility Using Microsoft Office to fax your documents. |
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
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. |
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
December 19, 2013
Stephanie Overby |
How to Get Your Documents Under Control An events-planning business moves from a time-consuming, manual process for creating documents to one that uses HP Relate templates. |
Financial Advisor
March 2010
David Lawrence |
A Key To Efficiency Advisors today have many choices when it comes to document management software. |
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 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 Technology News
April 2002
Lynn Koller |
Making a Clear Case for Online Digital Check Imaging Web-based digital imaging is streamlining operations and enhancing customer options... |
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. |
On Wall Street
August 1, 2012
Todd Colbeck |
Taking Your Office Paperless Are you using a typewriter or PC in the workplace? If you are using a typewriter, you can skip this article. If you are using a PC, it is time to digitize your 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. |
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. |
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. |
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
February 18, 2014
Brandi Scardilli |
Microfilm Still Matters in the Digital Age The microfilm business is still going strong. ProQuest, which has the largest commercially available microform collection in the world, adds millions of microfilm images each year. |
Insurance & Technology
April 2, 2004
Anthony O'Donnell |
WellPoint Grows with PeopleSoft Self-service functionality and centralized HR services help the health insurer navigate the challenges of its aggressive growth strategy cost-effectively. |
T.H.E. Journal
August 2000 |
PeopleSoft Launches New Web-Based Enterprise Solution PeopleSoft's recently launched PeopleSoft 8 for Higher Education offers a suite of e-Business application... |
