The Cloud Effect: Making a case for document management in financial services

Most financial services professionals don’t use a document management, and half of those that do, aren’t in the cloud. See how the cloud has revolutionized you service your client’s documents. References: Bruckenstein, Joel. (December 2010). Financial Planning’s 2010 Technology Survey. Retrieved from goo.gl Sutter, Kay. Leveraging Unstructured Content in Location Based Intelligence. Retrieved from goo.gl
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