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 ...
As an insurance agency owner or manager, you need more than charisma and prospective clients. Selling insurance requires a range of products and services that streamline your operation. Most agency ...
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 ...
written by David Kostya, Content Strategist @Boterns 19 th May 25 10:27 am Document chaos slowing you down? For insurers, document management often feels like a never-ending battle. From policy ...
There are many reasons for businesses to manage electronic files and digitize their documents. Creating a structure to organize and share information is one benefit; as is reducing paper, creating ...
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 ...
Vertafore Inc. has acquired ImageRight, an insurance document management and workflow software vendor. ImageRight will continue to operate in its current office in Conyers, Ga., according to Vertafore ...
With the growing importance of compliance and eDiscovery issues for many companies, it might be time to consider deploying a records management system. Chances are that your company already uses some ...
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