IFA's
IFA’s 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