The insurance industry can be paper-intensive, with applications, claim forms, plan summaries, brochures and customer correspondence arriving steadily. Customers send emails inquiring about policies ...

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 ...

FP Alpha, a New York-based wealthtech firm that develops AI-driven financial planning software, has released a new insurance document management tool first teased at the annual Technology Tools for ...

There are many reasons for businesses to manage electronic files and digitize their documents. Creating a structure to organize and share information is one benefit; as is reducing paper, creating ...

Document management is similar to digital asset management, but less for media than for documents, files and various records. Technologies include capturing metadata, integrating documents into other ...