The Era of Data Discovery is Dawning As businesses produce more and more data and a mountain of documents, they’ll need to learn to analyze, manage, manipulate
Can Cloud Storage Have Bank-Grade Security? At a time when it’s commonplace to store our photos and even our financial documents in the cloud, many financial
Is It Time for FinServ to Embrace the Paperless Office? Paper has long been the bane of the financial services industry. Back in 1968, Wall Street suffered its infamous “paperwork
5 Ways Digital Offerings Can Engage Millennials As financial services companies invest in improving their digital offering, it is vital that they appeal to millennials who grew
Digital Estate Planning & Why It’s Crucial Digital estate planning after a loved one passes away has received growing attention in media and blogs, offering tips about
Document Management Software will Soar in 2018 & Beyond Digital document storage is becoming a big business as a growing number of users embrace cloud-based technology to manage their
Blockchain & Cloud: A Match Made in Heaven? Blockchain is among the hottest tech buzzwords of 2018, just like cloud computing was eight years ago. Now, speculation is
Document Intelligence: What it is and Why it’s Important The concepts of cloud storage, artificial intelligence and blockchain are by now familiar to most people. But few have explored
Banks and Financial Advisors Planning for $30 Trillion Challenge We’re soon going to see the largest intergenerational wealth transfer in history and most financial advisors aren’t ready. Their top
When the Toaster is Toast: Real Incentives for Smart Banks to Attract and Keep Customers As originally seen on BAI Banking Strategies The tired stereotype of banks handing out toasters to attract new customers is