CASE STUDY

A wealth management company wanted to eliminate decades of client paper files and move to a paperless environment.  They wanted each financial consultant to be able to access files they required from their desks.

CHALLENGES

  • No current electronic filing system

  • Decades of client files

  • Time constraints due to company moving into a new location

  • Item 4

SOLUTION

  • Implemented Single Communication Tool

  • Implemented electronic payments

  • New lease documents and lease amendments drafted

  • On-Site & Virtual Assistant

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