Search results for "news_prizm-capture-quickbooks-online-app-released"

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DEI

Blog Post

Form(ula) and Function: PrizmDoc Cells for Finance

  Spreadsheets are to finance what cranes are to construction. As a result, financial services organizations including traditional banks, tax companies, insurance agencies, and fintech firms opt for software-driven spreadsheet solutions as standard operating procedures. The problem? Ubiquitous spreadsheet software introduces a host of cybersecurity, compliance, and collaboration challenges, especially as regulatory and operational requirements […]

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Our Partners: Zia

Technical FAQ

When I try to install PrizmDoc Server on Windows, my username/password are rejected as incorrect. How can I troubleshoot this?

Question When I try to install PrizmDoc Server on Windows, my username/password are rejected as incorrect. How can I troubleshoot this? Answer It’s possible that there is some problem with the account you’re trying to log in under. First, make sure the server is in the same domain as the username you login with. For […]

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Document Management at a Distance - Without Breaking the Bank

The COVID-19 crisis has permanently changed the way banks do business. While many financial firms were already shifting away from brick-and-mortar branches toward both mobile and digital alternatives, pervasive pandemic priorities required a rapid shift in physical presence — forcing companies to rapidly react with remote work alternatives. Some — such as JPMorgan — were […]

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How FinTech Lenders Are Delivering COVID Stimulus Faster Than Banks

When President Joe Biden signed the $1.9 trillion American Rescue Plan Act relief package into law on March 11, 2021, millions of Americans looked forward to receiving a much-needed $1400 stimulus check from the government. Although many people would receive paper checks directly from the Internal Revenue Service (IRS), anyone who had previously filed their […]

Technical FAQ

Is it possible to change the login accounts on PrizmDoc services in Windows?

Question When installing PrizmDoc, we specified the wrong user ID and password for the 3 PrizmDoc services. Can we safely change them to another account? Answer It is possible to change the Login User account on the three PrizmDoc services: Prizm, PrizmDemo, and Prizm Application Services. You will need to ensure the user id you […]

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4 Ways Automation Can Revolutionize the FinTech Document Lifecycle

  FinTech companies may be on the cutting edge of software innovation, but even their most sophisticated applications need the ability to accommodate a variety of document-heavy processes used in the financial services industry. That’s why 94 percent of them leverage some form of digital document management solution, whether it’s one they built in-house (43 […]

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Insurance

Fact Sheet

APIs and SDKs for FinTech Solutions

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How Barcodes Can Transform Your Enterprise Content Management System

Information is critically important for organizations of all sizes, but it’s especially vital for large enterprises. Without access to accurate data, it can be difficult for separate departments to coordinate efforts or for leadership to make informed decisions. Important files can quickly be lost in a complex web of IT systems, some of which may […]

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Achieving the Best Results with the Accusoft OCR Component in FormSuite

An automated forms processing solution can significantly improve accuracy and efficiency when it comes to managing large quantities of documents containing structured content. Whether an organization needs to digitize existing records or is continuously processing new documents within application workflows, having a versatile optical character recognition (OCR) component working to identify and extract text from […]