In today's unstable mortgage environment, the management of your loan documents, both paper and digital, has never proved more paramount. This brief paper outlines five common challenges associated with mortgage filing and offers up a five-step mortgage records management plan to help you save money and increase efficiency.
Today’s investment firms and banks continue to struggle with the growing number of security and regulatory challenges they face. This paper explores the serious threats that financial institutions face and what they can do to address them.
Read this report to learn how Forrester Research rated 24 CRM solutions in terms of their strengths and weaknesses in supporting four key cross-functional processes in the finance and insurance industry.
The combination of poor reference data management and the Dodd-Frank Wall Street Reform and Consumer Protection Act is creating a data management mess for many in the financial sector. Access this expert resource to explore how organizations can start preparing to meet new compliance regulations and increase data transparency.
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