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Product News: Compliance Kit January '24 Release is Now Available

Kelly Revilla

Dear Customers, We're excited to introduce the latest Compliance Kit release, featuring significant enhancements to streamline your compliance management processes. This update includes: 9 performance boosts spanning Managed Properties, User Synch…
- 12 Feb 2024

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New Case Study: The Role of Knowledge Work Automation in Improving Document Management for a High-Net-Worth Family Office (Anonymous)

Heidi Immonen-Isomäki

This U.S.-based family office provides a variety of financial services for a high-net-worth family. With offices across the globe, the firm also handles legal matters, as well as taxation services and investment management for the family. …
- 27 Jun 2024