NetDocuments Launches 13.1 Release with Secure Document Delivery

LEHI, Utah, Jan 10, 2013 (BUSINESS WIRE) -- --New Version Also Implements Open Source Solr(TM) Search Engine to Enhance NetDocuments' Search Functionality Across 750 Million Documents for Users Across 140 Countries NetDocuments today announced the 13.1 release of its leading cloud-computing content management and collaboration service. This latest release contains more than 20 new and updated features, including document delivery via a secure link and a new search engine.

6 New Year’s Resolutions to Improve Your Clients’ Experience

As we wrap up another amazing year at NetDocuments, we thought we'd open up the blog to one of our friends in the financial services industry. Enjoy, and see you in 2013! By Sheryl Rowling, CPA/PFS CEO, Total Rebalance Expert® I've written other articles about providing excellent client service. So, how can this article provide any new information? Whether the information is new or just a reminder, the New Year ushers in an opportunity to bring our practices to the next level!

Wingate Wealth Advisors Switches From Worldox To NetDocuments and XLR8

Original Release Wingate, a prominent Massachusetts-based financial services firm, has discontinued Worldox, an on-premise provider, and selected NetDocuments and XLR8 as their integrated cloud-based solution for document and client management. Wingate Wealth Advisors announced it has selected NetDocuments and XLR8 as their integrated document, email, and Customer Relationship Management (CRM) platform. "Wingate decided to switch to NetDocuments because of their cloud-based offering and their seamless integration with our CRM system, XLR8, which is built on the Salesforce.com platform," Mark Greco, the firm's Chief Operating Officer, stated. "As a firm, we are trying to upgrade our technology by moving many of our key applications from our own servers to the cloud, and NetDocuments fits this strategy perfectly."

In Cloud We Trust: How an investment bank went all the way with the cloud

Investment banking is complex enough, anyone alive in 2008 can attest to that. Now couple that with the difficulty of sharing information in a secure and compliant way across offices and firewalls. That's the situation THiNKGREEN! Global Advisors was looking at before it made its move to the cloud. "We used to have our own server but that was pretty dicey. It was usually reliable until it wasn't. If that went down, everything went to a standstill...Now we know that all of our documents are always available and safe in NetDocuments. Our whole idea was to be entirely in the cloud to eliminate wasted resources which bodes well with our green tech push." - Asmaa Parker, banking associate.

How do you add 5,000 documents a week into Salesforce?

With 2,200 employees spread out at self-storage locations around the country it uses NetDocuments to manage and share all of its documents within Salesforce.com in a simple and user-friendly way.

T3 Conference is Financial Advisor Technology Paradise

Nothing in life is certain, except death, taxes, and the T3 Technology Conference being the the go-to spot for financial services technology. David Drucker and Joel Bruckenstein are the brainchildren behind the T3 conference and will be taking their talents to Weston, FL for the 2011 event being held February 16-19. This is the sixth year that the duo has been running the conference and they are extremely excited to see what new innovations will be discussed during this year's show.

A Call for Collaboration

Remember recess in elementary? That's right, a hundred kids running at full speed in different directions, headed for unknown destinations, totally oblivious of who would be there and why? Exciting, yes. Fun, yes. Total mayhem, you bet. The Cloud Computing industry is growing at a break-neck pace, recess is out, and it's time to make some sense of the chaos. Collaboration is a broad and well trodden topic; in fact, it was Salesforce.com's theme at their event of the year, titled "Collabor8". But just because Salesforce.com can throw around phrases like "collaborative software", or taking a "collaborative approach" in their business vernacular, it doesn't make it any easier to grasp in a real sense, nor to implement in a real-life, competitive and fast-paced environment, especially if your business has nothing to do with Salesforce.com.

NetDocuments Gets a Makeover

The All New NetDocuments - Rich Functionality. Enhanced Design.

Research Shows Green Benefits of Cloud Computing

Does the cloud really make businesses more energy efficient? A recently released study done by Accenture and WSP Environmental Consultants boldly declares that it does. The study states, "businesses that choose to run applications in the cloud can reduce energy consumption and carbon emissions by 30 percent or more versus running those same applications on their own IT infrastructure."

Q&A with the Granddaddy of Document Management aka Tom Lee: Part I

This week in our ongoing Q&A series, we are joined by Tom Lee of Quintec International. Quintec is a leading cloud based technology company based in the UK that is aimed primarily at the Legal, Insurance and Finance markets.

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