White Papers

Eliminating Paper in the Financial Services Sector

Category: Software and Web Development, Enterprise Applications

Overview The investment advisory and financial planning business is a highly regulated industry. To stay in compliance companies generate large amounts of paper and electronic documentation. This documentation must be accurate and traceable. A customer of FileHold, a medium sized financial advisor company, has over 2500 clients it advises. Each client file consists of hundreds of pages. They selected FileHold Systems to solve this problem. FileHold helped them implement FileScan QSP an out-of-the-box software solution that automates classification, indexing and filing of electronic document. The massive amounts of paperwork relating to client accounts are quickly scanned into the FileHold server.

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Publisher: FileHold Systems
File Format: PDF
Date Published: May 16, 2009
Format: Case Studies
Topics: Application Development, Document Management

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FileHold Systems White Papers

Objective: Convert Space Consuming Paper to Usable, Compliant, Searchable Electronic Information

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