Records Management for Financial Services with Zia's EasyRM

The legacy of Records Management (RM) systems within the Financial Services industry – from Mortgage Banking to Insurance to Investment Banking - is one where RM solutions have traditionally been designed for dedicated corporate compliance offers, rather than content creators, and deployed in a standalone environment, disconnected from the firm’s collaboration and ECM systems. This duplication of effort, moving documents from ECM to RM systems and back again, adds tremendous cost and complexity to the management of information within the Enterprise, and leads to the increased probability of non-compliance from errors during this process.

To address this issue, Zia created the concept of Easy Records Management (Easy RM) Solutions that work they way you do, connecting those who are creating content with the compliance process. Leveraging Alfresco’s RM2.1 release, our Easy RM Solutions incorporate the tools you use on a daily basis, reducing barriers to implementation and adoption. 

Join Alfresco Partner of the Year, Zia Consulting, to learn about the principles of EasyRM including:

  • “In Process” Records Management 
  • Automated Declaration of Records
  • Intelligent Rule-Based File Plan
  • Single DM/RM Repository - DOD5015.02 Certified
  • RM Anywhere with On-Premise, Cloud, and Hybrid Solutions
  • Mobile Records Management with Alfresco Mobile and Mobile Workdesk

In addition to presenting the topics above, this webinar will include a demonstration of Alfresco RM 2.1.