IFAs
IFAs deal with enormous amounts of paperwork.
Client files, including signed terms of
business, key features, fact finds, copy
letters and quotes, are often stored in
paper format leaving them vulnerable to
loss or damage whilst wasting valuable office
space. Locating information and assessing
the status of a client file can be time
consuming and frustrating, which affects
the quality of customer service offered.
Additionally, regular updates and changes
in regulations from the FSA can be difficult
to keep track of and implement.
Invu reduces the time spent searching
for documents by 70%. It makes compliance
effortless by creating an infallible audit
trail, frees up space previously wasted
on document storage and makes the sharing
of information easy. Better still, Series
6 integrates fully with back office systems
such as Quay, 1st Software, Mortgage Stream
and Dashboard. All information is organised
into a simple structure for quick access
and accurate records.
Professional, proficient service delivered
from your desk-top.
To download your free copy of our special
report, ‘Seven key things
you must consider before you invest in document
management software’ click
here
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