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Blog Entry
Ensure Organizational Efficiency in Financial Services through Workflow

Processes that are often ripe for improvement within a financial firm include processing of customer data, new accounts processes, compliance management processes and even human resources processes such as new employee on-boarding. Workflow is one of the primary components of the larger discipline of business process management (BPM)

Nick Inglis's profile image

Blog Entry
How to do Alerts and Notifications

The Framework for Alerts and Notifications The alerts and notifications framework has eight elements: Event Management , Profiles and Preferences , Rules Management , Process and Policy Management , Delivery Management , Message/Template Management , Archive , and Compliance Administration

Richard Medina's profile image


Blog Entry
14 Best ECM Practices in Financial Services

Many are in the process of consolidating around two platforms, “big ECM” and SharePoint, where SharePoint is used for non-regulated, non-client documents and collaboration

Richard Medina's profile image

Blog Entry
No More Wait at the Bank

In the best case scenario, there are a plethora of forms to fill out, secondary documentation to provide, and days of processing time required

Joe Budelli's profile image

Blog Entry
Managing Profiles and Preferences: Customer-centric Content

One area our peers in the information management industry often overlook is profile and preference content. Essentially, profiles and preferences are the amalgamation of user-supplied and system-generated data that is used in the management of electronic communications between a supplier and its customers

James Watson's profile image

Blog Entry
Distributed Capture: 260,000,000 Smart Phones Are Ready to Be Enabled

Take a picture of a document, and transmit it to a processing center to leverage auto-recognition or manual data entry capabilities

James Watson's profile image