Tag: workflow automation

Future-proofing client lifecycle management (CLM) is becoming essential as client expectations grow and regulatory pressures tighten. To keep pace, financial institutions are turning to connected APIs and intelligent workflow automation to transform compliance operations into scalable, adaptive ecosystems.

Managing policies may never top the list of thrilling tasks, but for those handling risk or governance, it is one of the most critical....

Firms handle vast volumes of documents daily, from contracts to client records. A document management system (DMS) helps bring structure to this process, providing secure storage, streamlined classification, and workflow automation that improves team efficiency while reducing costs.

Choosing the right Document Management System (DMS) is more than a software choice. It is a step towards eliminating chaotic workflows, reducing errors, and ensuring teams can collaborate efficiently.

As the compliance landscape evolves, firms are rethinking the role of technology—not as a one-size-fits-all solution, but as a tool to be woven into the fabric of operations.

Unisphere Solutions New Zealand (Unisphere NZ) has joined the M-Files Partner Program in a strategic move to drive digital transformation for businesses and improve operational productivity.

KYC Portal has introduced a new feature designed to significantly improve how compliance teams manage tasks across applications.

HubSync, a Franklin, Tennessee-based provider of tax compliance and workflow automation software, has secured a strategic growth investment of over $100m from software-focused private equity firm Thoma Bravo.

AuditBoard and EY have expanded their alliance to bolster risk management services across the UK and Ireland.

Worth, a FinTech company specialising in onboarding and underwriting workflow automation, has secured $25m in a funding round led by TTV Capital. The investment round...