WisdomInterface

Cloud Content Management for Financial Services

Banks, insurers, investment firms and wealth advisors have seized on the advantages of digital transformation — but you can’t just flip a switch and become a digital business. First you have to tackle the challenge of managing and securing the flow of information between people inside and outside your organization. That’s why it’s time you met Cloud Content Management (CCM). Download our new eBook, Cloud Content Management for Financial Services, for an in-depth introduction into how Cloud Content Management will modernize your business workflows while ensuring regulatory compliance.

Here are just a few ways CCM can drive your digital transformation:

  • Accelerate client onboarding — Leverage secure file-sharing, document portals and workflow automation to provide better customer service
  • Enable mobile advisors, agents and claims adjusters — Let field staff work anywhere, anytime and on any device, armed with the most-up-to-date information
  • Ensure content compliance and governance — Manage all of your content to ensure compliance with FINRA, PCI DSS, GDPR, MiFID II and other key regulations

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