Financial & Professional Services Sector Case Studies

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

Nedbank logo

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.

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Redmayne Bentley

Improving customer service: Over the past 18 months, Redmayne Bentley has continued its drive to improve customer service by investing in the Invu Document Management System. Find out how they cut costs, improved efficiency and gained competitive advantage.

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Bates Weston logo

Value added services: Real time access to the complete history of client information is supporting the practice’s strategic evolution from traditional accounts provider offering an annual service to a customer focused business advisor.

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Mayes Business Partnership logo

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

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