• News
    • Industry News
    • Company News
    • Funding Rounds
    • Partnerships
    • M&A
    • People News
  • Sector Updates
    • Blockchain & Cryptocurrencies
    • CyberTech
    • Data & Analytics
    • ESG FinTech
    • Funding Platforms
    • Infrastructure & Enterprise Software
    • InsurTech
    • Marketplace Lending
    • PayTech
    • PropTech
    • RegTech
    • WealthTech
  • Industry Research
    • Whitepaper: Addressing Advisor Movement in Wealth Management
  • Features
  • Events
    • AI FinTech Forum
    • AML & FinCrime Tech Forum
    • AML & FinCrime Tech Forum – USA
    • Data Management Tech Forum
    • ESG FinTech Summit
    • CX in Financial Services Forum
    • Global InsurTech Summit – Europe
    • Global InsurTech Summit – USA
    • Global RegTech Summit – Europe
    • Global RegTech Summit – APAC
    • Global RegTech Summit – USA
    • Global WealthTech Summit – Europe
    • Global WealthTech Summit – USA
  • FinTech Rankings
    • AIFinTech100
    • CyberTech100
    • ESGFinTech100
    • InsurTech100
    • RegTech100
    • WealthTech100
  • Market Maps
    • ESG FinTech
    • WealthTech
    • FinCrime Tech
  • Newsletters
  • Courses
    • Professional RegTech Certificate
  • Marketing
  • About Us
Search
  • LOG IN
Welcome! Log into your account
Forgot your password?
Recover your password
FinTech-Global FinTech-Global FinTech Global
  • News
    • Industry News
    • Company News
    • Funding Rounds
    • Partnerships
    • M&A
    • People News
  • Sector Updates
    • Blockchain & Cryptocurrencies
    • CyberTech
    • Data & Analytics
    • ESG FinTech
    • Funding Platforms
    • Infrastructure & Enterprise Software
    • InsurTech
    • Marketplace Lending
    • PayTech
    • PropTech
    • RegTech
    • WealthTech
  • Industry Research
    • Whitepaper: Addressing Advisor Movement in Wealth Management
  • Features
  • Events
    • AI FinTech Forum
    • AML & FinCrime Tech Forum
    • AML & FinCrime Tech Forum – USA
    • Data Management Tech Forum
    • ESG FinTech Summit
    • CX in Financial Services Forum
    • Global InsurTech Summit – Europe
    • Global InsurTech Summit – USA
    • Global RegTech Summit – Europe
    • Global RegTech Summit – APAC
    • Global RegTech Summit – USA
    • Global WealthTech Summit – Europe
    • Global WealthTech Summit – USA
  • FinTech Rankings
    • AIFinTech100
    • CyberTech100
    • ESGFinTech100
    • InsurTech100
    • RegTech100
    • WealthTech100
  • Market Maps
    • ESG FinTech
    • WealthTech
    • FinCrime Tech
  • Newsletters
  • Courses
    • Professional RegTech Certificate
  • Marketing
  • About Us
  • FinTech News
  • Industry News
  • Sector Updates
  • RegTech

Simplifying workflows with document management systems

August 20, 2025
Simplifying workflows with document management systems

Introducing a document management system (DMS) can deliver efficiency, security, and collaboration benefits, but organisations often run into challenges.

M-Files, a knowledge work automation platform, recently explored the challenges and opportunities of implementing DMS solutions.

Resistance from users, lengthy migration processes, and workflow inconsistencies are some of the most common issues. Integrating the DMS with existing business platforms can also demand technical expertise. Clear communication, pilot testing, and early training are key to addressing these problems. Vendors like M-Files support organisations with guided onboarding to ease the transition.

Technical support plays a central role in ensuring smooth adoption. Most DMS providers include access to help desks, live chat, and troubleshooting within their subscription plans. Premium options may include dedicated account managers, faster response times, or advanced training. M-Files offers flexible support tiers, allowing organisations to match service levels to project complexity and internal resources.

Keeping software up to date is another crucial element of long-term success. Cloud-based DMS platforms often update automatically, while on-premises solutions require internal IT involvement. Regular updates not only maintain security and compliance but also provide users with the latest features and workflow improvements. M-Files releases ongoing enhancements that minimise disruption while improving system performance.

Beyond document storage, a DMS can streamline financial processes such as invoice management. Automating invoice capture, approval routing, and status tracking reduces errors and delays, while metadata tagging ensures documents remain audit-ready. This results in faster payments and stronger vendor relationships. M-Files’ metadata-driven workflows help finance teams simplify these tasks and improve visibility across approvals.

Although every system comes with a learning curve, the long-term advantages of a well-implemented DMS are clear. With proper planning, training, and reliable vendor support, businesses can overcome initial hurdles and unlock productivity gains, faster processing, and improved compliance.

For more information about how DMS can transform business, read the story here.

Read the daily FinTech news
Copyright © 2025 FinTech Global

Enjoying the stories?

Subscribe to our daily FinTech newsletter and get the latest industry news & research

Investors

The following investor(s) were tagged in this article.

  • TAGS
  • Accounts payable
  • automation
  • business productivity
  • Cloud-Based Systems
  • Compliance
  • Digital transformation
  • DMS
  • Document Management System
  • enterprise software
  • Invoice management
  • M-Files
  • Metadata Management
  • onboarding support
  • technical support
  • workflow automation
Previous articleScreening vs monitoring: The AML essentials
Next articleKYC Portal CLM powers AML compliance for VASPs
jhaxell

RELATED ARTICLESMORE FROM AUTHOR

ASIC
Company News

ASIC fines Deutsche Bank $2m for systemic data breaches

eIDAS
FinTech News

eIDAS 2.0 deadlines loom: two tracks, one trust chain

data
FinTech News

The data quality dilemma in financial crime risk

AML
AML

Why Merrill Lynch’s $7.5m penalty should worry AML teams

India FinTech funding Q2 2026
FinTech News

Indian FinTech funding surged 2.3x QoQ in Q2 driven by growth in deals over $100m

SMCR
Compliance Management

Regulators cut SMCR red tape as reform wave begins

Latest Analysis

India FinTech funding Q2 2026
FinTech News

Indian FinTech funding surged 2.3x QoQ in Q2 driven by growth...

July 13, 2026
Global WealthTech top deals Q2 2026
FinTech News

US cemented its place as the global WealthTech hub attracting half...

July 9, 2026
US FinTech funding Q2 2026
FinTech News

US FinTech investments grew in Q2 2026 driven by a 23%...

July 6, 2026
Asia FinTech funding Q1 2026
FinTech News

Asian FinTech funding surged 77% YoY in Q1 driven by investors...

July 3, 2026
World cup countries WealthTech deal activity
FinTech News

US firms topped World Cup WealthTech activity, sweeping over half of...

July 2, 2026

News Stories

iDenfy

Why iDenfy is betting on Austria’s Handy-Signatur for KYC

July 14, 2026
iDenfy, a global RegTech firm focused on identity verification and fraud prevention, has integrated Handy-Signatur, Austria's long-running mobile identity and e-signature credential, into its...
Gauntlet

Gauntlet raises $125m to set the rules for DeFi capital

July 14, 2026
Gauntlet, a digital asset risk and optimisation firm, has secured $125m in a Series C round as it looks to expand its footprint across...
WoodStar launches with $220m capital for Accelerant exchange

WoodStar launches with $220m capital for Accelerant exchange

July 14, 2026
Accelerant, a data-driven risk exchange platform for the specialty insurance market, has partnered with newly formed WoodStar Reciprocal Exchange, an insurer backed by more...

How AI is turning revenue performance management from reactive to proactive

July 13, 2026
Financial services have prioritised digitalisation strategies over recent years in order to stay relevant in the market, but one important area is not getting...

Sensible Weather and TCP Insurance protect film shoots

July 13, 2026
Sensible Weather, a provider of weather protection for the travel and hospitality sectors, has formed a strategic relationship with TCP Insurance Agency to bring...
  • Terms & Conditions
  • Privacy Policy
  • Contact Us
© FinTech Global © Copyright 2024. All rights reserved.

Technology partner
Advanced Vision IT

120,000+ FinTech leaders get exclusive industry stories delivered every week

MORE STORIES

What can be done to boost diversity in RegTech?

September 12, 2019
Jump launches AI account opening for advisors

Jump launches AI account opening for advisors

June 26, 2026