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AI and Automation: Driving Efficiency and Accessibility in Wealth Management

By Yohan Lobo, Industry Solutions Manager, Insurance and Wealth Management at M-Files Discover how AI and automation are transforming wealth management! Insights from Yohan reveal how these advancements streamline operations, enhance client interactions, and democratize financial advice.

M-Files Named a Strong Performer in Content Platform by Independent Research Firm

The Forrester Wave: Content Platforms, Q1 2025 report researched, analyzed, evaluated, and scored content platform providers. The report gives readers information on how each provider measures up and helps them select the correct content platform provides for their business needs. According to the Q1 2025 Forrester Wave, content platform customers should consider the following when using this evaluation to inform their purchase decision.

2024 Gartner Magic Quadrant for Document Management

A Gartner Magic Quadrant is a culmination of research in a specific market, providing a wide-angle view of the relative positions of the market’s competitors. It helps readers quickly ascertain how well technology providers are executing their stated visions and how well they are performing against Gartner’s market view.

Document Management Redefined with AI

M-Files was founded two decades ago based on a simple idea: what if documents could be organized based on what they are instead of where they are located? What if users could save documents only once but view, organize and find them in multiple ways based on their unique needs? This would free organizations from trying to define a folder structure that everyone is satisfied with and free users from trying to remember where documents were supposed to be saved.

Are you ready for CSRD - the EU Sustainability Reporting Directive?

The new EU Corporate Sustainability Reporting Directive (CSRD) has rapidly become a focal point at management meetings throughout Europe. This is unsurprising, as the CSRD is a comprehensive directive mandating companies across various industries to report their sustainability impacts in unprecedented detail and transparency. It encompasses requirements on everything from environmental targets to social factors and compliance – obligations that companies cannot afford to overlook.

Transforming Business with M-Files and Microsoft 365: A New Era of AI-Driven Productivity

What if your business could harness the power of artificial intelligence to revolutionize the way you manage information and collaborate? In today's fast-paced digital world, the integration of M-Files and Microsoft 365 is doing just that, offering a seamless blend of document management and productivity tools that are enhanced by AI.