Documentation management tools are a must for any wealth management business that wants a robust digital presence. And if that isn’t you yet, it should be. In recent studies, 77% of financial advisors ...

Traditional document management systems are plagued by inherent limitations. Navigating their compliance challenges and security vulnerabilities increasingly resembles a labyrinthine puzzle. Such ...

Picture this: A support team member knows the information they want exists; they just can’t find it. To get a customer the answer they need, the agent spends an inordinate amount of time looking for ...

Get 30+ datapoints from Icertis-sponsored research that demonstrate where AI-powered contracting technology stands today, where it is going, and how your organization can seize the moment in 2024 and ...

The underlying challenge in every documentation project is to produce quality documentation on time and within budget. You can do this successfully, provided you understand and use proven document ...

Statement on Quality Management Standards No. 1, A Firm’s System of Quality Management, becomes effective on Dec. 15, 2025, and the required documentation surrounding that system’s design, ...

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 ...

Phil Goldstein is a former web editor of the CDW family of tech magazines and a veteran technology journalist. He lives in Washington, D.C., with his wife and their animals: a dog named Brenna, and ...