• The event featured interactive sessions and discussion panels to share the experiences of each invited financial entity. 

IDB Invest organized the “Reality and Challenges of Document Management in Financial Entities” event in Costa Rica. Experts in information management from Banco Nacional, Banco Popular, Banco Davivienda, and Banco de Costa Rica participated. 

The event took place during International Archives Day, celebrated on June 9. IDB Invest led this initiative to exchange knowledge and experiences in document management, the challenges faced by financial entities in Costa Rica due to continual technological changes, and the challenges and risks in the custody of sensitive and high-impact information. 

The event featured interactive sessions and discussion panels, during which each invited financial entity shared its experiences in document management.

Proper information management ensures the protection and confidentiality of data and plays a crucial role in optimizing operations and generating continuous process improvements. 

As a multilateral development entity, IDB Invest takes concrete action by promoting dialogue and learning of best practices to advance in document management and ensure that strategies align with the highest standards of quality and efficiency. 

About IDB Invest 

IDB Invest, a member of the Inter-American Development Bank Group, is a multilateral development bank committed to promoting the economic development of its member countries in Latin America and the Caribbean through the private sector. IDB Invest finances sustainable companies and projects to achieve financial results and maximize economic, social, and environmental development in the region. With a portfolio of $21 billion in assets under management and 394 clients in 25 countries, IDB Invest provides innovative financial solutions and advisory services that meet the needs of its clients in a variety of industries.