The complexity of B2B environments continues to grow, with factors ranging from increased customer expectations to departmental siloes contributing to the problem. Particularly as businesses scale their operations, processes and information sharing can get bogged down...
For many carriers, insurance underwriting processes rely on paper-driven workflows that can be inefficient. Underwriters can spend more time navigating these processes than working on the underwriting tasks themselves. Long turnaround times associated with...
Personal financial statements are challenging documents to design and produce. They are filled with variability which means the statement template design must accommodate all variations and combinations. Nearly all the content on a financial statement varies including...
The mortgage business is all about paper. Boilerplate forms and informational content have to be read, interpreted, filled out, signed, copied, and physically moved around to financial institutions, brokers and borrowers. Traditional paper-based mortgage applications...
When packing for a weekend trip, it is hard to know what exactly to take. You don’t want to overpack, but you don’t want to drive away wishing you had thrown in that one last item. Same goes when you are shopping for a document generation and flow...
We are all creatures of habit. Sometimes we do the same thing without realizing there might be a better alternative. For example, each morning, you pack your gym bag. It is kind of a pain to get your shoes to fit in with your clothes, and you usually wind up forcing...
