Doculabs Blog

Information Management Basics at DSF ‘18

Information management and governance is a constantly changing field. Here, in the first two days of the conference, we’re producing a track and presenting sessions that cover the most up-to-date... […]

Fixing the Marketing Content Lifecycle: Part 2 - Address the Challenges

In Part 1 of this series, I reviewed many of the challenges that organizations (particularly financial services firms) are facing regarding managing the content associated with their marketing... […]

Facebook’s Failure and How it Relates to GDPR

We all felt disgusted and disturbed when we learned our Facebook user data could have been harvested to target specific political audiences in the last U.S. presidential election. Sadly, this breach... […]

CCM in 2018: New Uses, New Requirements

No surprise: Looking toward customer communications management (CCM) in 2018, we expect to see a continued focus on digital over paper where outbound communications are concerned. […]

A Look Back at ECM 2017: New Entrants Take Center Stage

In 2017, the market for enterprise content management (ECM) continued to turn away from the major players toward newer entrants. In many ways, 2017 saw the bigger, traditional ECM vendors losing... […]

Collaboration in the Insurance Industry

We’ve had a number of recent engagements looking at the future of collaboration in the insurance sector, specifically P&C and Life. What we mean by “collaboration” is primarily electronic document... […]

Multi-generational Wealth Management: Why It’s So Difficult

It’s become a significant challenge for financial service firms: how to retain the assets of their aging baby-boomer clients, when those assets are passed on to their clients’ beneficiaries. […]

Should You Use the Same System for Document Publication and Forms Processing?

Enterprises are always looking for ways to bring together the worlds of print, digital, and mobile. That’s why so many organizations are tempted to use one single customer communications management... […]

When Disaster Strikes, How Do You Communicate with Your Customers?

Even before hurricanes Harvey and Irma made landfall in recent weeks, insurers knew there was a need for rapid communication with policyholders. In an emergency or a natural disaster, forms and other... […]

Digital Transformation: The Demographic Problem

This is the second post in a series looking at what’s keeping financial services organizations from creating a more TurboTax-like experience for their customer transactions. In my previous post, I... […]