In a recent LinkedIn poll by chartered financial analyst Sara Grillo, 39% of 221 respondents felt the best time for clients to bring in documents is after the first meeting with a financial advisor.

The recent acquisition of document capture vendor DataCap by IBM and the filing of revenue figures by Kofax that were 15% higher than the previous year (in the middle of a recession) has put document ...

Modern document management systems use digital images and electronic record keeping to store information. They make it possible to examine documents, restrict access to sensitive information and ...

In any loan, the documentation forms an important part. The documents are required to establish the borrower’s identity, assess their creditworthiness, and for other purposes. In a personal loan, ...