Financial & Professional Services Sector Case Studies
Read our solutions for our clients in the Financial & Professional Services industries.
Saving space & streamlined processes: Client information was distributed across the organisation. Invoices would sit with the finance team, admin and correspondence with administration and compliance documents would be looked after by the compliance review staff. Find out how Invu helped Nedbank gain a more holistic client view.
Utilising Document Management and Email Management together: Find out how Gardners fulfilled the need for a complete picture of client affairs, whether from documents, emails or forms.
Document security & rapid retrieval: Mersey based Solicitors Maxwell Hodge turned to Invu Document Management to provide a robust backup solution for the 11,000 original Will documents stored in its vaults. The firm has since extended its use of document management to include all client identification and is exploiting Invu’s ease of use and rapid search functionality to provide instant access to information.