You can’t be a digital financial services organisation with analogue documents.
Most financial services enterprises are optimised for a pre-digital world.
They rely on analogue documentation – Word and PDF – and manual processes to manage customer communications, policies, procedures, and regulatory compliance.
And yet, financial services are entering a truly transformational phase — challenging all players to find new ways to remain competitive.
For financial services providers such as superannuation funds and financial advisers, key issues such as the impact of risk and regulation, innovations in mobile and digital technologies, and the changing face of the customer are disrupting old business models.