Tag: workflow automation

Policies and procedures are often underestimated, yet they are critical for building an audit-ready tax compliance programme.

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,...

In the competitive world of private banking, reputation, discretion and personalised service are vital — but so is the ability to navigate complex regulatory...

Discover how a smart DMS boosts collaboration, cuts costs, and improves efficiency. Read the article to learn more

BlinkOps, a cybersecurity company specialising in AI-powered micro-agent automation, has announced the close of its $50m Series B funding round. The round was led by...

Brightwell continues to strengthen its partnership with Ortec Finance as it builds on its evolution from a single-client model to a broader multi-client offering...

Heron, a workflow automation company specialising in AI-powered document processing for traditional industries such as lending, insurance and equipment finance, has raised $16m in a Series A funding round.

As the adoption of AI agents accelerates, definitions remain fragmented. WorkFusion, which introduced its first AI agents for financial crime compliance in 2022, has...

The pressure on financial institutions to modernise client lifecycle management (CLM) is intensifying as regulatory complexity grows and clients expect seamless onboarding and servicing.

Managing policies is rarely at the top of anyone’s excitement list, yet it’s one of the most crucial areas a company must get right....