can provide integration with leading financial planning and CRM
engines to give your company a totally rounded solution.
Hundreds of financial services companies
have discovered that Worldox is singularly well-designed to serve
their document management needs. Here’s why:
1. It can easily handle the highly
complex and large-scale document filing requirements that many financial
services organizations have – for instance, their extensive
requirements for maintaining secure account-related paperwork, and
the complex research associated with developing and selecting alternative
2. It smoothly integrates with customer
relationship/client management tools such as Junxure, helping organizations
integrate document management into their workflows and processes,
and respond to client questions more rapidly and effectively.
3. Its exceptional flexibility and
customizability means it can be easily extended to new areas of
the business, such as personnel files, business planning, project
planning, accounting, and bill paying.
4. It’s an ideal partner for
scanning systems. Many financial services firms perform extensive
scanning. For example, they may scan signed application forms that
must be stored electronically before being forwarded to broker/dealers
or custodians. Worldox integrates with virtually any scanning solution,
and its Quick Profile feature makes it possible to profile scanned
documents far more quickly than most competitive systems. That translates
into substantial ongoing labor cost reductions.
5. More broadly, it helps financial
services organizations respond to the unprecedented cost pressures
they face. For most, it costs far less than competitive solutions
throughout its entire lifecycle, from acquisition to hardware requirements
to day-to-day administration.
us to arrange a demonstration.