EDMS provides a centralized, accessible repository that ensures teams work from the latest, approved documents, reducing errors and safety risks. Mobile and offline capabilities enable field crews to ...
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 ...
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7 stats that will make you rethink your document management strategy
Forty-eight percent of workers struggle to find files, 45 percent of SMBs still use paper, and e-signatures can boost close rates by 28 percent or more.
The key departments involved in policy management operations are new policy sales, central document processing and customer service. Incoming new policy sales volume is 20% paper and 80% fax/email.
Depending on which functions the enterprise requires and whether you choose to deploy content management with FileHold, WSS may be adequate or at least a solid initial step to implementing a ...
Absa Stockbrokers and Portfolio Management has implemented the Secure Document Repository (SDR) solution from Striata to manage statements, contract notes and tax certificates that need to be accessed ...
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