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Kickstart Efficiency 2026: Transform Your Document Processes with AI-Powered Automation

Start the year strong by eliminating the manual tasks slowing your team down. If your business is still dealing with data entry, lost documents, or approval delays, 2026 is the year to automate. Join our exclusive webinar to discover how Square 9’s Generative AI-Powered Capture and...

 01-20-2026 | 14:00 - 15:00 ET

Blog Entry

Streamlining Banking Operations with Intelligent Document Management and Indexing

Effective document management is crucial for banks and credit unions, given their need to handle large volumes of sensitive and regulated information daily. Precise categorization and indexing from the start are essential for systematic organization, enabling smooth retrieval and use of critical...

Event

From Data to Decisions: How Square 9 and PDI Streamline ERP Workflows for C-Stores

Join us to see how your business can streamline processes with AI-powered automation and manage your documents easily from any location. With AI-powered workflows, extract key information from your documents, such as trade, non-trade invoices, demurrage charges, lottery ticket shift reports, and...

 01-13-2026 | 14:00 - 15:00 ET

Blog Entry

The Impact of IG/RM on AI

I recently had the pleasure of speaking with Jim Merrifield, IGP, CIGO, and ARMA Board Chair, about ARMA InfoCon 2025 in Phoenix (October 20-22). The conference theme, "Bringing Maturity to Your IG Program," centred on AI's impact on Information Governance and Records Management. Key...

Blog Entry

Are Your Policy Exceptions Increasing or Decreasing?

Tracking loan policy exceptions is essential for risk mitigation and compliance. To keep examiners and auditors happy, however, financial institutions should go beyond basic reporting and embrace a more proactive approach—one that monitors policy exception trends . According to the ...

Blog Entry

Are Your Policy Exceptions Increasing or Decreasing?

Tracking loan policy exceptions is essential for risk mitigation and compliance. To keep examiners and auditors happy, however, financial institutions should go beyond basic reporting and embrace a more proactive approach—one that monitors policy exception trends . According to the ...

Library Entry

Generative AI add-on for Alfresco

Overview – Generative AI Add-on for Alfresco by Crest Infosolutions The Generative AI add-on for Alfresco by Crest Infosolutions extends Alfresco Content Services and Alfresco-based workspaces with built-in AI capabilities for document understanding and knowledge management . Directly...

Library Entry

Alfresco ECM Connector for SharePoint and OneDrive

Alfresco ECM Connector for SharePoint The Alfresco ECM Connector for Microsoft SharePoint is a powerful integration that enables bidirectional synchronization of documents between SharePoint and the Alfresco Document Repository. It allows organizations to: Create a single...

Library Entry

Crest Infosolutions - Records Management Consulting

Crest Infosolutions provides Electronic Records Management and Information Governance Solutions to enables organizations of all sizes and industries to manage, secure and leverage their business records using electronic platform and AI, either in their data center or in the cloud. We have...

Blog Entry

[Playbook] Automatically Classify Documents with Index Values and AI

Here’s the situation: Your financial institution relies on built-in OCR (optical character recognition) features in FASTdocs to efficiently classify documents. The number of incoming documents keeps growing, but adding headcount to keep pace isn’t in this year’s budget. Recently, you...