Digital integration: Why overhauling document management should be the priority for wealth management firms?

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The wealth management industry earns its reputation for providing value for its clients, so how can digital integration provide value for wealth management firms? Yohan Lobo, Industry Solutions Manager at M-Files, discusses how overhauling document management and digital integration can increase customer value for wealth management firms.

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Managed IT

Published May 9th, 2023

Posted in News & Industry and tagged Industry - Accounting Tax and Audit, Industry - Other Industries, Product - M-Files, Product - M-Files Hubshare, Product - M-Files Ment, Solution - Content Collaboration, Solution - Document Management, Solution - Mobility, Solution - Search, Solution - Security and Compliance, Solution - Workflow Automation, Topic - Content Collaboration, Topic - Document Management, Topic - Mobility, Topic - Search, Topic - Security and Compliance, Topic - Workflow Automation