Doc Mgt - Wealth Mgt Case Study

July 2, 2009 by Gary Walsh

A year and a half ago we implemented a Doc Mgt solution for a Wealth Mgt company in Monaco.  Here is a link to a case study document.  Interesting to see the cost savings quantified, and to hear how the staff reacted to using an automated solution vs paper filing.

 
http://www.docova.com/www/DocovaFiles.nsf/(file)/1004/$file/DocovaSuccessStory-FinServices.pdf

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