Industry - Financial Services Archives

Work Automation Powers Wealth Management

Wealth management firms are embracing digital transformation. Work automation is changing how financial advisors manage business. Artificial intelligence (AI) and automation will make it possible to do business efficiently and advance the quest to increase speed. Knowledge work automation replaces endless paperwork and improves productivity. Automating workflows allows wealth management firms to focus on advisory…

Knowledge Work Automation Will Change Compliance

All companies rely on effective compliance to protect data and streamline business operations. The advantages of automating knowledge work are infinite. Companies can implement a comprehensive database to store institutional knowledge. This approach helps organizations minimize the risk of cyberattacks, avoid document mismanagement, and enhance workflows in every department. Organizations can then focus on superior…

CPA Courtney Kunzig Discusses Automation in Accounting

Knowledge work automation is poised to reshape multiple industries. This is especially true in professional services. In this sector, knowledge is often the primary deliverable. Accounting industry workers handle huge amounts of client data. They also manage sensitive information and face tight deadlines. Workflows, security and compliance, client satisfaction, and firm growth are major priorities…

White paper: Unlocking the Power of Generative AI with Microsoft 365

Organizations are unlocking the full value of Generative AI for Microsoft 365 to address business, technology and people challenges. This paper will discuss the challenges organizations face with disorganized content and provide insights on solving those challenges as organizations seek to scale new heights of productivity with Generative AI.

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,…

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…

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…

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…

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…

M-Files Named to FinTech Global’s WealthTech100 List for 2024

Accolade Distinguishes M-Files as a Leading Innovator in the WealthTech Space READING, UK, – April 9, 2024 – M-Files, the leader in knowledge work automation, today announced that the company has been recognised as one of the top 100 WealthTech companies of 2024 by FinTech Global, a specialist research firm. The annual list celebrates leading…