Page 5 - Case studies Volume document management software
P. 5
e study: Interface Financial Planning
Interface Financial Planning provide advice and solutions to help their
clients reach their financial goals and achieve their desired lifestyle.
Company overview According to Alan Moran, Managing Director of Interface Financial
Planning, Volume has not only reduced the burden of paper
www.interfacefinancialplanning.co.uk storage, but allowed us to significantly improve customer service
Interface Financial Planning are an IFA and contributed as much as 25% to the profitablity of the company.
providing lifestyle financial planning for their
elite clientele. In addition turnover has increased by 75% since the business
started using Volume in 2006. Alan is in no doubt why they have
Goals seen such spectacular growth, whilst others have struggled through
the difficult trading period of the last few years.
Reduce the cost of expensive floor space
dedicated to paper storage, growing then “As a leading independent financial advisory company we pride
exponentially, year on year, at 25%. ourselves on the quality of service we provide for our clients.
We keep the relationships close and the clientele limited in numbers
To reduce staff-hour wastage spent filing, so that we give that extra level of care coupled with a highly
retrieving and finding paper files. personal approach.”
To provide the highest levels of customer
service to clients. He continues, “In 2006 the business was doing well but when I
realised we were spending more money, effort and time on
Results managing paper rather than our customers I knew I needed to
make a big change. Volume document management software
Reduction in office floor space taken up by seemed to offer the right solution for us.”
paper files from 95% to <5%
“The paperwork had taken over the business and yet the solution
Staff previously dedicated to managing paper was so simple and straightforward the team were won over
no longer required to file, find and retrieve immediately.” Alan says, “The team at Watermark Tech came in
paper document. and trained everyone on our new Volume system. After a couple
of hours one of my staff began to yam and said, ”It’s so simple we
Access to files anywhere and at anytime so don’t need this much training.” Within 24 hours they were using
accessing client files is instant saving 30 Volume completely and with confirdence. We’ve never looked back
minutes for each retrieval. since.”
Turnover has increased by 75% “We recently had a performance review from a governing body
since we started using Volume and informed that our use of technology, level of efficiency and
profit margins are amongst the highest for our sector. I have no
hesitation in saying that this is thanks to our decision to make
Volume an integral part of our business. Our ability to keep up with
the latest trends in technology, such as external hosting and online
access to our documents using mobil devices, means that we can
offer our clients the highest levels of customer service. At the same
time we are now running our business more effectively, efficiently
and profitably than ever before.”
t: 01274 535 090 e: enquiries@watermarktech.co.uk w:watermarktech.co.uk The document management company
Watermark Technologies Ltd, 5 Quayside House, Salts Mill Road, Shipley, BD18 3ST
Interface Financial Planning provide advice and solutions to help their
clients reach their financial goals and achieve their desired lifestyle.
Company overview According to Alan Moran, Managing Director of Interface Financial
Planning, Volume has not only reduced the burden of paper
www.interfacefinancialplanning.co.uk storage, but allowed us to significantly improve customer service
Interface Financial Planning are an IFA and contributed as much as 25% to the profitablity of the company.
providing lifestyle financial planning for their
elite clientele. In addition turnover has increased by 75% since the business
started using Volume in 2006. Alan is in no doubt why they have
Goals seen such spectacular growth, whilst others have struggled through
the difficult trading period of the last few years.
Reduce the cost of expensive floor space
dedicated to paper storage, growing then “As a leading independent financial advisory company we pride
exponentially, year on year, at 25%. ourselves on the quality of service we provide for our clients.
We keep the relationships close and the clientele limited in numbers
To reduce staff-hour wastage spent filing, so that we give that extra level of care coupled with a highly
retrieving and finding paper files. personal approach.”
To provide the highest levels of customer
service to clients. He continues, “In 2006 the business was doing well but when I
realised we were spending more money, effort and time on
Results managing paper rather than our customers I knew I needed to
make a big change. Volume document management software
Reduction in office floor space taken up by seemed to offer the right solution for us.”
paper files from 95% to <5%
“The paperwork had taken over the business and yet the solution
Staff previously dedicated to managing paper was so simple and straightforward the team were won over
no longer required to file, find and retrieve immediately.” Alan says, “The team at Watermark Tech came in
paper document. and trained everyone on our new Volume system. After a couple
of hours one of my staff began to yam and said, ”It’s so simple we
Access to files anywhere and at anytime so don’t need this much training.” Within 24 hours they were using
accessing client files is instant saving 30 Volume completely and with confirdence. We’ve never looked back
minutes for each retrieval. since.”
Turnover has increased by 75% “We recently had a performance review from a governing body
since we started using Volume and informed that our use of technology, level of efficiency and
profit margins are amongst the highest for our sector. I have no
hesitation in saying that this is thanks to our decision to make
Volume an integral part of our business. Our ability to keep up with
the latest trends in technology, such as external hosting and online
access to our documents using mobil devices, means that we can
offer our clients the highest levels of customer service. At the same
time we are now running our business more effectively, efficiently
and profitably than ever before.”
t: 01274 535 090 e: enquiries@watermarktech.co.uk w:watermarktech.co.uk The document management company
Watermark Technologies Ltd, 5 Quayside House, Salts Mill Road, Shipley, BD18 3ST
