5 Ways Digital Offerings Can Engage Millennials

As financial services companies invest in improving their digital offering, it is vital that they appeal to millennials who grew

Digital Estate Planning & Why It’s Crucial

Digital estate planning after a loved one passes away has received growing attention in media and blogs, offering tips about

Document Management Software will Soar in 2018 & Beyond

Digital document storage is becoming a big business as a growing number of users embrace cloud-based technology to manage their

Blockchain & Cloud: A Match Made in Heaven?

Blockchain is among the hottest tech buzzwords of 2018, just like cloud computing was eight years ago. Now, speculation is

Document Intelligence: What it is and Why it’s Important

The concepts of cloud storage, artificial intelligence and blockchain are by now familiar to most people. But few have explored

Banks and Financial Advisors Planning for $30 Trillion Challenge

We’re soon going to see the largest intergenerational wealth transfer in history and most financial advisors aren’t ready. Their top

When the Toaster is Toast: Real Incentives for Smart Banks to Attract and Keep Customers

As originally seen on BAI Banking Strategies The tired stereotype of banks handing out toasters to attract new customers is

How Smart are you About your Information?

Today’s smart technologies can literally impact every aspect of your life. From home automation and security, to automobiles and healthcare,

Why You Must Treat Information Like an Asset in 2018

Throughout our lives we accumulate a wide-variety of important personal, financial and legal documents, accounts and information. From birth certificates

Infographic: 17 Shocking Stats About Your Personal Information

When it comes to our personal information, our physical and digital documents, files, and data are spread far and wide.

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