The insurance industry can be paper-intensive, with applications, claim forms, plan summaries, brochures and customer correspondence arriving steadily. Customers send emails inquiring about policies ...
RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...
A strong COI management tool goes beyond mere storage of documents—it can actively alert users to upcoming expirations or ...
INTX Insurance Software (“INTX” or “the Company”), a provider of a fully integrated, single solution to the entire P&C insurance policy lifecycle, today announced its official North American launch ...
FP Alpha, a New York-based wealthtech firm that develops AI-driven financial planning software, has released a new insurance document management tool first teased at the annual Technology Tools for ...
ATLANTA--(BUSINESS WIRE)--Riskonnect, the leader in integrated risk management (IRM) solutions, today announced a new partnership with LineSlip Solutions, the leader in insurance technology for ...
Between finding new clients, completing paperwork, and maintaining compliance, advisors often spend more time on back-end tasks than actually interacting with their clients. In fact, surveys have ...
IMGCAP(1)] Responsiveness is one of the biggest determinants of success in the accountant-client relationship. However, the accounting industry has been slow to make the shift to document management ...
The ability to manage and process information has become paramount to business success, and document management software (DMS) has played a critical role in this information revolution. As the founder ...
Document management is similar to digital asset management, but less for media than for documents, files and various records. Technologies include capturing metadata, integrating documents into other ...
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