Why Financial Services Need a Smarter Digital Foundation

10 Ways Financial Services Companies Are Using Intelligent Information Management to Drive Digital Transformation explains how banks and financial institutions are navigating increased regulation, economic uncertainty, and competition from fintech entrants while meeting rising customer expectations for speed and transparency. As the eBook shows, much of the friction comes from unstructured data, manual back-office processes, paper-heavy workflows, and siloed systems. Intelligent information management provides a way to modernize operations without abandoning legacy investments, creating a more agile and resilient foundation for transformation.

How Intelligent Information Management Powers Speed, Control, and Compliance

The eBook details how financial services organizations use intelligent information management to automate manual processes, remove paper, eliminate information silos, and improve audit readiness. Metadata-driven classification and AI reduce the burden of tagging and organizing unstructured data, while unified access connects content across ERP, CRM, SharePoint, network folders, and cloud repositories without migration. Automated workflows accelerate contract and loan processing, improve records management with complete audit trails, and enforce strong security controls. Flexible deployment across cloud and on-premises environments allows firms to scale while maintaining data privacy and regulatory compliance.

What’s Inside

• Ten practical ways financial services organizations use IIM to modernize operations
• How automation shortens workflows for loans, contracts, onboarding, and servicing
• How metadata and AI eliminate paper, silos, and version confusion
• How audit trails, permissions, and security controls support compliance
• How flexible cloud and on-premises deployment enables scalable transformation

Why It Matters

Digital transformation in financial services is no longer optional. As the eBook illustrates, firms that rely on paper, manual processing, and disconnected systems struggle to compete on speed, customer experience, and compliance. Intelligent information management enables financial institutions to work faster, reduce operational risk, and respond more effectively to regulatory and market change. By unifying information and automating core processes, organizations gain a sustainable competitive edge in an increasingly digital industry.

Accelerate Digital Transformation Across Your Organization

See how M-Files helps financial services teams automate workflows, unify information, and strengthen compliance without disrupting existing systems, and put these capabilities into action by starting a free trial.