Financial services companies are often rife with ad hoc workflows established to solve a particular task that is ultimately performed inconsistently. To ensure organizational efficiency, it is imperative to define and establish workflows with consistency within the financial services industry....
Or in this case from the Office of the President of the United States, a memorandum regarding the management of Government records citing the need for reformation of the policies, practices and framework that would bring about a more modern way to manage Government records. The joint memorandum...
We recently benchmarked 6 major financial services firms (all Doculabs clients) and compared their maturity for managing documents. Here’s a summary of the results. It’s a small sample but it should be useful to you if you want a snapshot of what those firms are doing right now. ...
One growing area of customer communications management (CCM) is the functionality to provide alerts and notifications: the ability for an organization to provide timely or urgent messages to its customers and agents. It’s CCM functionality that’s particularly critical for...
Who has seen the Chase Bank advertisement where a newlywed couple takes a picture of a check they received at their wedding and it’s automatically deposited? Yes, I, too, question the plausibility of that couple taking time out of their busy first night of marriage, but it’s evidence...
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...
Appling for a loan, requesting credit, and buying a home may be the most stressful transactions that consumers make. In the best case scenario, there are a plethora of forms to fill out, secondary documentation to provide, and days of processing time required. Banks, credit unions and...