SmartCLM is intended for a wide range of organizations, such as: Banks, insurance companies and other financial institutions The platform is especially valuable for those who spend a lot of time ...

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

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 ...

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 ...

Document management plays a huge role in keeping information organized, available, and accessible. It is essential to the smooth operation of teams, enabling them to retrieve information quickly, ...

Ravi Dharmavaram is Founder and CEO of Exafluence, an IT services and data analytics firm utilizing GenAI to transform data into decisions. It’s no shock that document management is not a hot topic to ...

Between finding new clients, completing paperwork, and maintaining compliance, advisors often spend more time on back-end tasks than actually interacting with their clients. In fact, surveys have ...

With the growing importance of compliance and eDiscovery issues for many companies, it might be time to consider deploying a records management system. Chances are that your company already uses some ...

Split your metadata from your files, and suddenly your sluggish document system becomes fast, scalable and surprisingly cheap to run. When I was tasked with modernizing our enterprise document ...

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 ...