The Role of Digital Document Management in Financial Services
Financial services institutions (FSIs) are under increasing pressure due to rising cyber threats, internal fraud, and the challenges of remote work. At the same time, regulations such as the GDPR and the EU’s new Digital Operational Resilience Act (DORA) demand strict data governance and compliance.
Why a Digital DMS Is Essential
A modern digital document management system (DMS) is no longer a luxury—it’s a necessity. It provides a centralised, authoritative version of each document, which is vital for regulatory compliance and operational efficiency.
Industry Insights
To assess the current state of digital document management in FSIs, d.velop and FStech surveyed industry leaders, revealing both progress in DMS adoption and significant challenges, including limited leadership support, security integration hurdles,
and difficulties in incorporating innovations like AI.
These are the topics you can expect in this research report
- How does leadership support document-centric workflows?
- Reducing document manual handling
- Ensuring strategic compliance and security
- Document management innovation
- Digitising document processing
- Digital document management initiatives
- The role of third parties in streamlining processes
- The role of emerging technologies
- Impacts of remote/hybrid work on digital document management
- Intelligent capture and automated processing of unstructured data
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