Why Financial Services Need a Smarter Way to Manage Information

Curated, Connected, and Compliant: 3 Ways Financial Services Can Use Knowledge Work Automation highlights how rising client expectations, increased regulatory pressure, and the ongoing push to do more with less are reshaping the financial services landscape. Firms are facing a data surge driven by digital transformation, making it harder for investment analysts, advisors, risk managers, and support teams to access the information they need quickly and accurately.

Knowledge work automation provides the structure these teams require by reducing manual tasks, improving consistency, and helping firms operate with greater productivity, organization, and client centricity.

How Knowledge Work Automation Improves Speed, Accuracy, and Control

The eBook shows how financial services teams can streamline work by curating information based on business context, automating document lifecycles, and connecting related content across clients, products, and engagements. This structured approach eliminates version confusion, speeds up reviews and approvals, and helps teams retain institutional knowledge even as staff churn occurs.

Automated workflows, secure collaboration, and clear audit trails also help firms meet evolving regulatory requirements while creating a more efficient, controlled environment for daily work.

What’s Inside the eBook

Explore three ways knowledge work automation strengthens financial services operations:

• Curated knowledge eliminates information chaos
• Connected information helps teams work faster and more accurately
• Compliance becomes seamless with embedded controls and complete audit trails

See how firms reduce manual effort, improve collaboration, and maintain consistency across underwriting, onboarding, portfolio management, claims support, and general advisory work.

Who Should Read This

• Wealth and asset management teams
• Financial advisors and client service managers
• Risk, compliance, and audit professionals
• Operations and back office leaders
• IT and transformation teams modernizing legacy processes

Why Knowledge Work Automation Matters

Financial services organizations handle sensitive data, complex documentation, and high value client relationships. Manual processes slow employees down, introduce risk, and lead to errors or rework. Knowledge work automation brings structure, speed, and reliability by ensuring every document is stored in context, every workflow follows the right controls, and every user sees the latest, most accurate information.

With automation supporting document creation, approvals, collaboration, and compliance, firms can focus more on client value and less on administrative workload.

Give Your Teams the Clarity and Control They Need

See how M-Files helps financial services firms eliminate information chaos, automate key processes, and strengthen compliance with a single, secure platform. Request a demo to explore how knowledge work automation improves productivity and client outcomes.