financial services

14 Best ECM Practices in Financial Services by , for

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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 samp... read more

How to do Alerts and Notifications by , for

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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... read more

Distributed Capture: 260,000,000 Smart Phones Are Ready to Be Enabled by , for

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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 plau... read more

Managing Profiles and Preferences: Customer-centric Content by , for

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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 s... read more

No More Wait at the Bank by , for

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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, s... read more