Vendors
日本語

UPDATED: The Front Office Is Powered By The Back: Optimizing Workflow Via Document Management Systems

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
8 March 2020

Abstract

Update to the Report Not your Grandfather's Wealth Manager: Digitizing the Legacy Platform

This report, now titledThe Front Office Is Powered By The Back: Optimizing Workflow Via Document Management, has been updated in light of recent consulting activity to reflect a focus on document management systems. It includes a taxonomy of providers ranging from specialists like Doxim to Hyland, Alfresco and other horizontally focused firms.

In thematic terms, it seeks to highlight the degree to which back-office processes drive front-office effectiveness, while making explicit the interconnectedness of technology solutions often understood (and marketed) as separate tools. RPA, for example, is a component of a larger process that starts with the extraction of information from documents and concludes with their archiving and distribution.

Coordination across technology platforms and silos is a defining element of the modern document management system. Clearly, channelling information from paper into the workflow is a compelling benefit, and so is the ability to search documents across the organization. The ability to update discrete or loosely connected systems across the enterprise in a single keystroke represents the real game changer, however.