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 ...
A New Zealand insurance services provider needed to modernize its existing IT infrastructure to support growing accessibility demands. The company chose Rocket Software to modernize its 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 ...
written by David Kostya, Content Strategist @Boterns 19 th May 25 10:27 am Document chaos slowing you down? For insurers, document management often feels like a never-ending battle. From policy ...
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 ...
Vertafore Inc. has acquired ImageRight, an insurance document management and workflow software vendor. ImageRight will continue to operate in its current office in Conyers, Ga., according to Vertafore ...
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