Financial & Professional Services Sector Case Studies

Read our solutions for our clients in the Financial & Professional Services industries.

Saving space & streamlined processes: The need to maintain efficiency and mitigate compliance risk drove Nedgroup to consider implementing a Document Management solution.

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Improving customer service: Creating a single source of information transforms efficiency and provides rapid access to information for both administrative and client facing activity.

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Rapid access to information: Bates Weston wanted to provide value-added services for their clients, and rapid access to information was vital for achieving this. But their use of paper in the business was hindering their ability to provide these services.

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Mayes Accountants Logo

Enhanced client service & reduced costs: Both the sheer scale of document retention & the risk that comes with storing documents onsite prompted Mayes Accountants to move to an electronic Document Management system.

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Improving collaboration between offices: Merging Iris databases lead McCabe Ford Williams to explore the ways they could improve collaboration between staff in separate offices. Making document access easier using a Document Mangaement system was the answer.

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Cutting paper to improve client service: Quick, secure access to client information is critical for Young & Co to ensure the practice sustains high levels of client service. Read how Invu Document Management helps by giving them instant access to information.

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Invu CaseStudy Maxwell Hodge

Document security & rapid retrieval: Merseyside 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.

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