Managing and preserving sensitive client data is one of the biggest challenges faced by financial advisors. Every interaction, report, and disclosure must be recorded and stored securely for years in ...
With new regulations for document storage and retrieval, industries such as healthcare and banking are turning to document management solutions for help. Integrated Solutions, November 2002 Written by ...
Converting PDFs to PDF/A ensures long-term document preservation by maintaining consistent formatting and eliminating external dependencies. PDF/A is ISO-standardized, ideal for legal and regulatory ...
In December Mimosa released the NearPoint Retention and Classification Option. In January, they introduced the "Move to Mimosa" Legacy Migration Program. What is new for Mimosa Nearpoint in March you ...
The Autonomy Group includes: ZANTAZ, the leader in the archiving, e-Discovery and Proactive Information Risk Management (IRM) markets; Cardiff , a leading provider of Intelligent Document solutions; ...
Attention Ricoh Americas Corporation fans. We've got another update on the digital office equipment provider. (Updates for two weeks in a row! We know, it's like Christmas never ended, right?) This ...
RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...
RICOH ProcessDirector and RICOH ProcessDirector Express now offer capabilities to archive print jobs as a step in their workflow. This seamless archive solutions integration ultimately increases ...
Sonasoft Corp. recently announced the availability of its email archiving solution for Microsoft Exchange server. The new offering is an affordable and easy to use solution specifically designed for ...