Cloud Adoption, AI Reshape Document Management in Latin America

DocPath projects that document management will evolve into an interactive and omnichannel model driven by Generation Z, following a 50% growth in Latin America during 2025 fueled by the digitalization of critical sectors such as banking and insurance.

"Document management is leaving its traditional role behind. In 2025, companies in Latin America understood that a well-designed, secure, and accessible document can become a channel for communication, loyalty, and sales," says Juan Carlos Olivares, CEO, DocPath.

The end of 2025 marked a turning point for the document management market in Latin America, characterized by an accelerated transition toward intelligent digital environments, says DocPath. The company says that over 70% of Latin American companies adopted cloud-based document management systems (DMS). Three critical factors drove this shift: technical scalability, remote accessibility, and the imperative reduction of operational costs.

Furthermore, the hybrid work environment forced over 55% of organizations to prioritize mobile solutions that guarantee access and collaboration without physical barriers. This movement was not solely operational; the tightening of regulations regarding digital accessibility and data protection forced corporations to migrate toward systems compatible with international regulations, elevating security standards in regional IT infrastructure.

2026 Outlook

Operational efficiency in 2025 relied heavily on the integration of AI and automation. Tools such as intelligent indexing, automated workflows, and predictive algorithms reduced human errors and accelerated processing times, says DocPath. These capabilities, combined with AI tools, allowed brands to personalize communication with users, generating more intuitive and effective interactions. Olivares notes that automation is no longer a competitive advantage but a necessity, as companies bet on systems capable of learning and anticipating user needs.

However, the vision for 2026 suggests a higher level of sophistication regarding these algorithms. “The next step for AI at DocPath by 2026 is to go beyond smart indexing, focusing on open and collaborative integration with specialized partners. Since the core is our document engine, we do not replicate what others do better. We seek to integrate AI solutions for very specific issues: from automatically converting a PDF into a video with voice and script for an alternative communication channel, to using algorithms for deeper customer data analysis,” says Olivares.

Adoption has not been uniform. Sectors such as health, banking, education, logistics, manufacturing, and insurance led the implementation of these systems. Specifically, the insurance sector advanced significantly by digitizing internal processes and strengthening personalized communication with policyholders, reports DocPath. 

This focus on experience is dictated, to a large extent, by a generational shift. DocPath anticipates that Generation Z will set the pace of technological evolution in 2026, demanding digital experiences that are authentic, visual, and highly personalized. 

“The momentum of Generation Z and intensive smartphone use demands that B2B document management software become radically more agile and focused on user experience (UX), without compromising security,” says Olivares. 

One of the most disruptive trends identified for the coming year is the evolution of document interactions into effective sales channels. Projections indicate that documents will cease to be mere records and instead will power cross-sell and up-sell strategies. This implies an omnichannel integration where documents exist across applications, chats, social media, and portals.

“A key use case is in insurance companies: the ability to generate and issue the policy at the point of sale, with a digital signature if permitted by the country, converts an uncertain application into an immediate conversion,” says Héctor Zárate, Sales Director Mexico, C.A, and Caribbean, DocPath. “A transactional document such as a statement or invoice becomes a marketing tool when used to offer a Christmas cross-sell promotion in the same issuance cycle. ROI is calculated based on the increase in the sales completion rate, customer retention, and internal operational efficiency, which translates into cost savings and time-to-market agility for business campaigns.”

The roadmap for 2026 establishes that document management will consolidate as a strategic pillar of digital transformation. Companies have surpassed the phase of eliminating paper to enter a stage of generating dynamic and predictive content adapted to the client profile, says DocPath. The company argues that the next phase will be defined by documents that transform into empathic and interactive experiences, with the dual goal of reducing operational costs and increasing revenue by strengthening the relationship with the customer.