How Wealth Managers Can Build Trust Through the Power of Automation and AI

How Wealth Managers Can Build Trust Through the Power of Automation and AI Yohan Lobo, Industry Solutions Manager, Financial Services, M-Files, was recently featured on unite.ai to discuss the power of trusting in automation and artificial intelligence (AI) in wealth management organizations. Building trust between wealth managers and their clients has traditionally been credited to…

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M-Files highlights key cost reduction strategy for financial services firms

M-Files highlights key cost reduction strategy for financial services firms Yohan Lobo, Industry Solutions Manager, M-Files, speaks with Fintech Global regarding a potentially pivotal cost reduction strategy for financial services firms. In a recent featured article for FintechGlobal, “M-Files highlights key cost reduction strategy for financial services firms – FinTech Global”, Yohan Lobo, Industry Solutions…

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Document Management Software Integration

Enterprise software is about efficiency. Different solutions must be able to “talk” to one other. Many business processes must integrate or interact with data across multiple software programs. Knowledge workers need to complete these processes without reentering or reformatting data. ERP, CRM, and Document Management Systems Enterprise resource planning (ERP) systems are universal across business,…

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Merging Structured and Unstructured Data for Knowledge Work

Organizations depend heavily on data to make informed decisions, create strategies, and promote innovation. Data, broadly classified into structured and unstructured, offer valuable insights that drive efficiency and customer engagement. Structured data are machine readable and can be grouped efficiently, simplifying analysis and retrieval. Unstructured data lack organization and exist in emails, social media, and…

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Data Security and Knowledge Work Automation

In 2023, the number of knowledge workers in the United States was estimated to be more than 100 million, with more than 1 billion knowledge workers globally. These highly trained workers drive value for organizations by applying their creative and problem-solving skills. With the rise of generative AI, there’s been a renewed push to automate…

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Artificial Intelligence and the Future of Data and Analytics

In today’s digital era, businesses are swimming in a sea of data. Understanding and harnessing the power of advanced analytics, data, collective intelligence, and artificial intelligence (AI) is crucial. Developing a strong data and analytics strategy is essential for organizations looking to use information effectively. Unstructured vs. Structured Data It’s crucial to discern between structured…

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Adding AI and Knowledge Work Automation to Your Microsoft Arsenal

As the digital workplace grows, businesses rely increasingly on advanced technologies to enhance productivity and streamline workflows. Microsoft’s tools such as Microsoft SharePoint, Microsoft Teams, and Microsoft Office 365 are at the forefront of digital transformation. The Future of Knowledge Work The role of knowledge workers is pivotal to this future. The evolution of knowledge…

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Information Management for the Manufacturing Sector

From small machine shops to large fabrication facilities, manufacturing businesses depend on effective information management. Manufacturing information management systems offer such businesses real-time insights into the status of production. Making information available at the right time and in the right context saves knowledge workers’ time. Additionally, information management systems can help improve document security. Information…

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Knowledge Work Automation in Real Estate

In real estate, where every decision can make or break a deal, the role of knowledge workers is crucial. These professionals are the ones behind critical problem-solving and innovation. Research shows that a large portion of knowledge workers’ time is spent doing repetitive tasks that don’t leverage their skills. Knowledge work automation promises to change…

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Embracing Change: Fusing AI and Workflow Automation

Knowledge workers, hired for their creativity and high level critical thinking, currently find themselves losing time to routine tasks. With 41% of their day devoted to these activities, the global workforce is in dire need of a solution that frees knowledge workers from mundane, time-consuming tasks. This is where artificial intelligence (AI) and workflow automation…

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