Welcome to our blog.

We publish content that will help you improve your business. No fluffy blog posts here; just in-depth, information-packed articles with insights you can apply to your business straight away.

Umlaut acquires Xplan experts, Specialist PMC

Umlaut’s acquisition of Xplan experts, Specialist PMC, opens up new possibilities for the finance industry, promising next-level automation & efficiency.

How to take full advantage of workflow automation

Workflow automation offers many benefits for finance & insurance firms. Discover how Umlaut & Hyperscience can help you take full advantage of this technology.

Supercharge growth in construction with AP automation

AP automation can supercharge growth for construction businesses. Spend less time chasing paper and more time building business relationships.

Top 10 AP Automation Tools for 2022

AP automation can save your business up to $14 per invoice. Discover the top 10 AP automation tools for 2022 thanks to the experienced team at Umlaut.

The rise of intelligent document processing

More compliance means more documentation. Intelligent document processing offers a way to automate data collection while safeguarding information accuracy.

The benefits of human-centered automation

Interested in automation but unsure if it’s right for your finance or insurance firm? Human-centered automation could be the answer with Umlaut & Hyperscience.

KYC Income Verification Demo | Hyperscience Video Series

In this demo we look at a possible mortgage package submission. We use automation around classification, identification for semi-structured and transcription. We then validate those documents.

Financial Advisor Automation: how process efficiency can save you money AND make compliance easier

While the financial planning sector is expanding, the cost of doing business is also rising. New compliance regulations, increasing administration costs and greater complexity all add up.

Don’t Risk Storing Sensitive Client Information

Sensitive information should never be stored historically, so you need to have a reliable data redaction strategy in place.

Automated Data Management

Here are 11 benefits of automating your data management tasks. Find out how to free up your time, allow you to de-stress, and let you work on the projects you enjoy most, while becoming more profitabl

Intelligent Automation Vs. Robotic Process Automation | Brain Vs. Bot.

Learn the strengths and limitations of RPA bots versus other intelligent automation solutions. Choose the right automation technology for your organization.

Know Your Client Obligations | Boost your Business

Go a step further than just meeting your Know Your Client obligations. Know your business too, and beat the competition. Find out how.

LaVista and Umlaut Partner to Help Financial Advisors

Umlaut’s partnership with LaVista gives financial advisors access to AFSL approved solutions to save time, reduce costs and simplify financial compliance.

AFSL Approved Solutions for Matrix Licensees

Umlaut is proud to announce a new partnership with Matrix, giving authorised representatives access to AFSL approved solutions. Take advantage of the opportunity to digitise your records, simplify cli

Grow Your Financial Firm with Umlaut and Count

Umlaut’s partnership with Count gives financial advisors access to AFSL approved solutions to save time, reduce costs and simplify financial compliance.

Digital signatures – faster, simpler, more secure client document approvals

Want to lower your document production costs? Digital signatures remove manual processing roadblocks, streamlining approvals and improving the profitability of your business.

Umlaut Announces Partnership with IOOF

IOOF has partnered with Umlaut to give Authorised Representatives the chance to unlock their full potential.

Preparing your advice team to work remotely

Does your advice team have everything they need to work effectively outside the office? Here’s four smart tips to help you transition to remote working while maintaining your level of service to clien

How financial advisors can improve client engagement

When the focus of a client meeting moves away from administration work to focus on the client's goals, the outcome is that the advisor, and the company, appear more professional and engaged.

How digital fact finds are revolutionising client onboarding

Clients expect seamless digital experiences from the service providers with which they interact. An online fact find can help you exceed their expectations and make a great first impression.

Umlaut Announces Partnership with Spark

Umlaut’s partnership with Spark gives financial advisors access to AFSL approved solutions to save time, reduce costs and simplify financial compliance.

Umlaut partners with Jigsaw | Record digitisation with heart

Umlaut partners with social enterprise Jigsaw to offer data digitisation services. Find out more.

Want to move financial planning licensees? | How to prepare

Industry changes following the Royal Commission report are prompting a growing number of financial planning advisers to move licensees.

Using Xeppo In Your Firm

If you work in the finance industry, chances are you’ve heard of Xeppo. This clever piece of software is not the new kid on the block anymore, but it is still influencing the way we, and our clients,

Financial Planning Changes | How to survive and thrive in this new world

The recent financial planning industry changes don’t have to be your death knell. Meet your new compliance obligations easily with the right tech. Find out how.