Tag: workflow automation

EXANTE product owner Nastya has shared a detailed account of how integrating AI tools into her daily workflow has fundamentally restructured the pace and...

Jump, a leading AI platform for financial advisors and wealth management professionals, has unveiled a suite of new product features aimed at reducing administrative...

The volume of marketing content flowing through financial services firms has reached a tipping point. Compliance teams, already stretched thin, are now contending with...

Saris, an agentic workflow platform built for banks and credit unions, has closed a $28.8m Series A funding round. The raise was led by 8VC,...

RegTech platform KYCP has unveiled a dedicated Data Retention Module, replacing what was previously a cumbersome, script-heavy compliance process with a streamlined, no-code interface...

Investment management due diligence is at a crossroads. While the pressure to modernise has never been greater, a significant number of firms remain anchored...

In the increasingly complex world of compliance and know-your-customer (KYC) operations, alert fatigue is a genuine operational hazard. Too many notifications, particularly irrelevant ones, can...

Regulators no longer accept a firm's word that its financial crime risk governance is sound. Today's supervisors expect to see the architecture behind every...

M-Files has been recognised as a Leader in the 2026 Gartner® Magic Quadrant™ for Document Management, with the placement based on the company's completeness...

Tax document management software has become a fixture across accounting and advisory firms and yet operational friction stubbornly persists. According to M-Files, the reason is...