News & Industry | M-Files

Accelerating Accounting Collaboration with Context

Tom Tang — Wed, 28 Jan 2026 17:51:07 +0000

Yohan Lobo, Senior Industry Solution Manager at M-Files

Accounting has a context problem.

Ask any accountant which parts of their job slow them down the most, and I doubt anyone will make it too far down their list before the idea of document management comes up. Dig a little deeper, and it becomes clear quickly: the underlying reason is that the meaning around the files people work with and day out is often missing. Is this the final version? Is this document for the right client? Does this version reflect our latest thinking, or is it outdated? In one industry survey, 83% of accounting professionals said finding the correct document is more challenging than dealing with client no-shows. That frustration is less about the search itself and more about the loss of context.

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Context-First Document Management for Modern Work

Tom Tang — Fri, 19 Dec 2025 14:42:46 +0000

Tony Grout, Chief Product and Technology Officer at M-Files

Document Management Is Catching Up to How Businesses Work

Document management is shifting from folders to context — connecting files to clients, projects and decisions so AI works better and teams move faster.

Until recently, document management has focused on where files are located. But that’s changing as vendors are adding support for business context to knowledge work.

The problem starts with how we've always thought about documents, said Tony Grout, chief product and technology officer at M-Files. Traditional tools create operational friction by trapping knowledge in static folders and siloed applications, forcing people to remember where files live rather than why they matter. The alternative flips the paradigm.

"A context-first model changes the starting point to the business drivers, whether it's clients, projects, products or something else," Grout explained. "This transforms documents into dynamic knowledge by mapping connections between content and business information."

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The Case for AI Vendor Expertise

Tom Tang — Tue, 15 Jul 2025 20:29:00 +0000

Yohan Lobo, Senior Industry Solution Manager at M-Files

How the role of the tech vendor is changing in the AI era

Economic prosperity is intrinsically linked to the success of the technology sector, which contributes £150 billion annually to the UK economy. In recognition of the industry’s value, the government laid out the ‘AI Opportunities Action Plan’ at the start of the year, aimed at ramping up AI adoption across the UK and boosting economic growth.

If this tech transformation is to yield rewards, third-party solutions providers, so often at the cutting edge of innovation, are sure to play a crucial role. These companies identify pain points within established markets and provide specialised services and technologies, ranging from IT support to GenAI development, allowing clients to focus on core operations.

Vendor expertise is sure to be required in a rapidly evolving technological landscape. 78% of companies have now embedded AI in at least one business function, and rolling out these solutions at scale is a challenge even the most deep-pocketed organisations will struggle to tackle without support.

As the rate of AI adoption continues to accelerate, are these vendors more vital than ever to sustaining the tech industry’s expansion?

Read the full article on The case for using AI vendor expertise | Business Reporter

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Why Insurers Must Prioritize Data Quality in the GenAI Race

Tom Tang — Thu, 03 Jul 2025 16:50:53 +0000

Yohan Lobo, Senior Industry Solution Manager at M-Files

Insurers Must Balance Speed with Accuracy to Meet Rising Consumer Expectations

As insurers face growing pressure to meet rising customer expectations, the rush to adopt generative AI (GenAI) tools is putting accuracy at risk, according to M-Files.

Recent data from the Chartered Insurance Institute showed consumer satisfaction in the insurance sector fell to 84% in Q4 2024, down from 86% a year earlier. In response, many firms are deploying GenAI to improve efficiency across customer interactions, quoting processes, and product delivery. But M-Files senior industry solutions manager Yohan Lobo warned that moving too fast without the right data foundation can backfire.

Lobo said, “To streamline the way they interact with customers, generate quotes, and present their product portfolio, insurance firms are exploring how digital technologies (specifically, GenAI solutions) can be integrated across business functions.”

Read the full article on Insurers urged to prioritise data quality over speed in GenAI race | FinTech Global

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The Cost of Information Silos in Wealth Management

Tom Tang — Fri, 06 Jun 2025 18:11:00 +0000

Yohan Lobo, Senior Industry Solution Manager at M-Files

While the wealth management sector is embracing technology to transform their operations, are there still some major issues that are waiting to be addressed?

FinTech Global spoke to several WealthTech companies to get their thoughts on some of the biggest mistakes they believe wealth managers are making.

Isolated systems
For Yohan Lobo, Industry Solutions Manager for Financial Services at M-Files, the biggest issue is forcing wealth managers to use disconnected systems. This leads to information silos, which ultimately cause significant inefficiencies.

“Disconnected systems create information silos that hinder access to client and firm data, resulting in delays and missed opportunities. The absence of seamless integration between systems means inefficient workflows that stifle productivity. Disorganization hampers compliance: staying on top of regulatory changes without automation can be overwhelming.”

Read the full article on What are the big mistakes wealth managers are making? | FinTech Global

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How Insurers Can Solve the Talent Crisis with Automation

Tom Tang — Wed, 28 May 2025 17:24:00 +0000

Yohan Lobo, Senior Industry Solution Manager at M-Files

Insurance firms can win the talent war by boosting retention, capturing tribal knowledge, and using automation to support staff and improve workflows.

The insurance industry is facing a talent shortage. Many of the sector’s stalwarts are nearing the end of their careers, and it appears unlikely that the incoming generation of insurance professionals is large enough to fill the gap.

According to research, almost two-thirds of brokers (64%) say recruiting young talent is a strategic challenge for their business. At the other end of the spectrum, it’s estimated that 25% of the sector’s workers are due to retire within the next decade.

To avoid becoming victims of a talent shortfall, insurance firms must begin the succession planning process with haste, ensuring they appeal to the incoming wave of employees while considering how technology can support incumbent staff.

Read the full article on Winning the Insurance Talent War With Retention and Automation | Business Insight Journal

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How Insurers Can Battle Ransomware and Cyber Threats

Tom Tang — Thu, 22 May 2025 17:12:00 +0000

Yohan Lobo, Senior Industry Solution Manager at M-Files

The frequency and sophistication of ransomware attacks is a concern for organisations globally, with Marsh revealing that 17% of cyber claims it receives are related to ransomware.

However, while it’s crucial that insurers continue to serve this market, they must also invest internally to ensure that their cybersecurity protocols are watertight, providing the required level of protection amid a heightened threat landscape.

Additionally, stipulations of the Digital Operational Resilience Act (DORA) are increasing the scrutiny on financial services firms that operate in any capacity in the EU, demanding proactive measures to ensure compliance.

According to Yohan Lobo, Senior Industry Solutions Manager at M-Files, insurers can respond to the growing threat of bad actors by bolstering the security and privacy of their documents and data.

Read the full article on Ransomware threat as high for insurers as it is for their clients, says M-Files | Insurance Edge

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Are Insurers Sacrificing Accuracy for AI Speed?

Tom Tang — Wed, 07 May 2025 17:01:22 +0000

Yohan Lobo, Senior Industry Solution Manager at M-Files

In the rapidly evolving landscape of insurance technology, generative AI (GenAI) has emerged as a transformative force, changing the way companies interact with customers and streamline operations. As insurers increasingly adopt GenAI, they face a crucial challenge: striking a balance between meeting consumer demands for efficiency and maintaining data accuracy and integrity. Consumer satisfaction in the insurance industry has seen a noticeable decline, prompting organizations to embrace AI solutions to enhance customer interaction, expedite quoting processes, and improve product delivery. However, the hasty implementation of AI tools without a solid foundation of data reliability poses risks that could ultimately degrade user experiences and damage trust.

Read the full article on Is Speed Sacrificing Accuracy in AI for Insurance? | B2B Daily

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Accessible AI Adoption for UK Manufacturers

Tom Tang — Mon, 20 Jan 2025 18:55:00 +0000

Samppa Lahtinen, Senior Industry Solutions Manager at M-Files

AI adoption can boost the efficiency of maintenance and repairs, streamline compliance, and support efforts to upskill employees.

Recent research from Make UK has identified a lack of understanding as the primary barrier to artificial intelligence (AI) deployment for UK manufacturers. The Future Factories Powered by AI report revealed that only 16% of firms view themselves as ‘knowledgeable’ on the subject, with just a third implementing AI in their manufacturing operations.

Read the full article on Manufacturers urged to pursue accessible AI solutions | Machinery Market

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M-Files Recognized as Silver Winner in the 14th Annual Best in Biz Awards 2024

Chris Davidson — Thu, 09 Jan 2025 18:59:08 +0000

We are thrilled to announce that M-Files, a global leader in information management, has been named a Silver Winner in the Company of the Year – B-to-B category at the prestigious 14th Annual Best in Biz Awards 2024.

This recognition is a testament to our dedication to empowering businesses with innovative knowledge work automation solutions that transform the way they work.

What Makes This Award Special?

The Best in Biz Awards are the only independent business awards program judged by top-tier journalists and editors from some of the most respected publications in North America. This year’s competition featured an impressive lineup of public and private companies across industries, ranging from innovative startups to iconic global brands.

The 2024 judges praised winners for their:

Visionary leadership
Innovative use of technology
Commitment to employee diversity, inclusion, and workplace best practices
Corporate social responsibility and community engagement

Driving Innovation in Information Management

At M-Files, we believe that the way organizations manage information can make or break their success. Our solutions empower businesses to find, share, and secure information more effectively, enhancing productivity and ensuring compliance. Being recognized in the Best in Biz Awards validates our mission to drive smarter, more connected business operations.

A Shared Achievement

This achievement wouldn’t be possible without the support of our incredible team, customers, and partners. Together, we continue to lead the way in shaping the future of information management.

Check Out the Full List of Winners

We are proud to stand alongside other innovative companies recognized in the Best in Biz Awards 2024. Explore the full list of winners and discover the remarkable organizations driving change in their industries: View the Winners.

About Best in Biz Awards

Since 2011, the Best in Biz Awards program has celebrated business excellence by recognizing companies, teams, and leaders for their achievements. Judged by renowned journalists and editors, the awards span a wide range of categories, including company, team, product, and corporate social responsibility.

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