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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Invu-CaseStudy-Gardners

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.

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Invu-CaseStudy-LEES-Accountants

Enhanced quality of service: CG Lee Accountants make informed decisions faster and claw back wasted chargeable time – discover how.

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Invu-CaseStudy-McCabe-Ford-Williams

Improved tracking of communications: Keeping track of client emails and ensuring a shared understanding of client affairs was a key issue for accountants McCabe Ford Williams. Find out how the practice is working more effectively.

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Invu-CaseStudy-Young-_-Co

Saved time & space: Quick, secure access to client information is critical for Young & Co to ensure the practice sustains high levels and high quality of service – how does young & Co do this?

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Invu CaseStudy Maxwell Hodge

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.

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