View this case study

2

"I can honestly say that investing in the Invu system was one of the best business decisions I have ever made"

Mike Miles, Director, Accalon Associates Ltd

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

specify invu

Download our FREE report

Seven key things you must consider before you invest in document management software

Claim your free copy now

Read the National Computing Centre’s (NCC) seminal guidelines on Document Management and Workflow

Claim your free copy now