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... […]
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... […]
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... […]
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. […]
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... […]
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... […]
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. […]
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... […]
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... […]
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... […]