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Bank Technology News
August 2006
John Adams |
Documents: A Shred of Safety in Pennsylvania Leesport Financial Corp. is offering a document shredding service to its customers.   |
Investment Advisor
February 1, 2011
Dan Skiles |
Building an Efficient Document Imaging Strategy The good news regarding document imaging and management is that most advisors are already storing some of their documents electronically. The challenge for advisors is making sure that they have the right system in place for their firm. |
InternetNews
March 20, 2008
Judy Mottl |
Wells Fargo Banks on Online Storage Wells Fargo & Company has announced an online storage service called vSafe that lets users store digital files and documents using the bank's enterprise infrastructure. |
Financial Advisor
September 2007
Joel Bruckenstein |
File Trials Today's regulatory, legal and security environments demand a more robust document management solution and financial advisors who downplay these issues may find themselves doing so at their own risk. |
Registered Rep.
April 1, 2008
Christina Mucciolo |
The Eclipse of Paper The process of scanning documents and storing them using document-management software has finally taken hold of the mainstream in the brokerage industry. |
Bank Systems & Technology
May 10, 2010
Penny Crosman |
First iPad App for Loan Documents Launches Borrowers can review the documents on the tablet, sign directly on the iPad and electronically complete the process. |
Financial Planning
March 1, 2008
Tignanelli et al. |
Document Storage Planning firms that want to implement information planning for their clients must create a secure storage center within the firm, so documents can be readily accessed by both the firm and the client. |
Inc.
August 1, 2002
Norm Brodsky |
A Few Good Competitors Every company needs a few good competitors. Not only do they keep you on your toes, but they can help you set high industry standards. |
PC Magazine
October 10, 2007
Dave Cardinal |
New Features for Long Documents Microsoft Word 2007 has added a number of capabilities that make it much easier to author long documents. |
Inc.
September 2003
Norm Brodsky |
The Magic Number Every business has a magic number. By employing his, our columnist didn't overstaff this year. |
On Wall Street
August 1, 2012
Todd Colbeck |
Taking Your Office Paperless Are you using a typewriter or PC in the workplace? If you are using a typewriter, you can skip this article. If you are using a PC, it is time to digitize your business. |
Inc.
December 1, 2000
Norm Brodsky |
Street Smarts: What Business Are You Really In? Sometimes you have to think differently about your business in order to find the key to success... |
Entrepreneur
November 2005
Jane Easter Bahls |
Shred Away? If your company doesn't have a document retention policy in place, ask your lawyer how to create one - then be consistent in following it. |
CRM
December 23, 2011
Peter Mollins |
Staying in Control: Managing Sales and Marketing Documents Document management tools allow teams to access, store, and collaborate content from the public or private cloud. |
Information Today
March 3, 2008 |
Hot Neuron Introduces Document Clustering Software Hot Neuron announced the release of version 1.0 of its Clustify document clustering software, aimed at helping corporations and law firms explore, organize, and tag large document sets. |
DailyCandy
December 18, 2006 |
Shredded Bliss Shredder Hand is a multiple-blade, scissors-like tool, that shreds documents the old-fashioned way - by hand. |
The Motley Fool
June 18, 2007
Elizabeth Brokamp |
Are Your Files Safe If Disaster Strikes? Preparing our paper-filled lives for emergencies isn't exactly something we all look forward to doing, but it's necessary. Make your preparations easy as pie by digitizing as you go. |
CIO
June 15, 2001
Eric Berkman |
Self-Serve Law Websites that help people draft simple legal documents when they don't want to pay an attorney. |
Financial Planning
October 1, 2008
Jane Worthington |
Document Requests Every registered advisor can expect an SEC staff examination and document request. To ease your firm through the process of delivering the documents in a timely manner, it's important to ensure that documents are easily accessible. |
Inc.
April 2005
Norm Brodsky |
What's Your Business Really Worth? Some people are saying that 2005 will be a big year for acquisitions, and many business owners will be looking for opportunities to cash out. Unfortunately, most of them have grossly inflated notions of what their companies are worth. |
Inc.
April 2009 |
Taxes: Share Documents for Free With Pixily Don't force your accountant to sift through a pile of paper receipts. Pixily is a new service that lets you store and share documents online. |
Financial Planning
April 1, 2007
Marshall Eckblad |
5 Questions An interview with technology coach Kip Gregory about how financial advisors can keep track of the new ideas they learn at conferences. |
Bank Systems & Technology
June 20, 2008
Paula Damiano |
Citizens Bank Rolls Out GoldTracks Records Management System Citizens Bank will use GoldTracks document tracking and imaging solution to automate and centralize its loan operations. |
Information Today
November 6, 2008 |
Automatic Categorization Added in Hot Neuron's Clustify 2.0 Hot Neuron, LLC announced the release of version 2.0 of its Clustify document clustering software, which features automatic document categorization and other tools to help corporations and law firms explore and organize large document sets. |
Reason
July 2009 |
Transparency Failure National security or secure lobbying? |
Bank Technology News
January 2010
John Adams |
Stay at Home, Bank Auditor Reliance Bank uses document management software to allow three of its four yearly "hired" audits to be done remotely via a mailed disk containing images of thousands of internal loan documents, saving time and money. |
CIO
December 19, 2013
Stephanie Overby |
How to Get Your Documents Under Control An events-planning business moves from a time-consuming, manual process for creating documents to one that uses HP Relate templates. |
CRM
July 5, 2013
Jon Perera |
What Small Businesses Need to Know About E-signing If you're a small business in particular, you need to look into adding e-signing to your company's tool set. Ten frequently asked questions are answered. |
Financial Advisor
May 2009
David Lawrence |
Worth The Investment The simple truth is that those advisors boasting an efficient document management system can bring their costs way down over time. |
