Financial services companies are increasingly leveraging knowledge work automation to enhance their digital transformation efforts. By focusing on three main strategies—eliminating information chaos through metadata architecture and customizable views, improving process efficiency with automated workflows and no-code configurations, and utilizing document automation for centralized template management and end-to-end workflow automation—these institutions can streamline operations, reduce errors, enhance collaboration, and ensure […]

Financial services organizations can harness the power of Generative AI integrated with Microsoft 365 to overcome challenges related to content chaos, compliance, and productivity. By leveraging tools like SharePoint, Teams, and OneDrive, financial institutions can streamline their operations, enhance collaboration, and ensure data security. Well-curated data and robust information governance are essential to maximize the benefits of Generative AI. Addressing […]