Page 6 - Case studies Volume document management software
P. 6
e study: Perspective Financial Group
Perspective Financial Group, a top 15 financial advisory firm,
uses Volume to help deliver a high quality service to their clients.
Company overview According to Kay Burke, Group Technology Manager from
Perspective Financial Management Group, Volume helped to
www.perspective-group.com streamline work processes across a number of sites as well
as significantly improve customer services.
Perspective Financial Group Ltd is a leading
national financial advisory group. “As a leading financial advisory group looking to provide
financial advisers with a capital value for their practices it is
Goals essential that we have the right systems and processes in place.
Having analysed the document management solutions available
Provide a consistent approach to the filing of we considered Volume as the most suitable.”
the client documents across multiple sites.
She continues, “With its graphical display, which mirrors the
Ensure any compliance controls are carried look of the paper file, we have been able to remove the ‘fear of
out easily and efficiently. change’ and tailor the software to our specific requirements.”
She adds, “The ease of use of Volume has also meant that client
Enable the organisation to move towards a queries can be quickly resolved.”
paperless environment.
“Overall Volume has been the ideal solution for us, simple to
Results introduce, even for multiple sites, and staff have embraced the
change to Volume far quicker than we anticipated.”
Consistent client structure has been achieved
across the group.
Remote compliance access to documents at
all times.
Cabinet option available within Volume allowing
access restrictions to be applied.
Volume helped to streamline work
processes across a number of sites.
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
Perspective Financial Group, a top 15 financial advisory firm,
uses Volume to help deliver a high quality service to their clients.
Company overview According to Kay Burke, Group Technology Manager from
Perspective Financial Management Group, Volume helped to
www.perspective-group.com streamline work processes across a number of sites as well
as significantly improve customer services.
Perspective Financial Group Ltd is a leading
national financial advisory group. “As a leading financial advisory group looking to provide
financial advisers with a capital value for their practices it is
Goals essential that we have the right systems and processes in place.
Having analysed the document management solutions available
Provide a consistent approach to the filing of we considered Volume as the most suitable.”
the client documents across multiple sites.
She continues, “With its graphical display, which mirrors the
Ensure any compliance controls are carried look of the paper file, we have been able to remove the ‘fear of
out easily and efficiently. change’ and tailor the software to our specific requirements.”
She adds, “The ease of use of Volume has also meant that client
Enable the organisation to move towards a queries can be quickly resolved.”
paperless environment.
“Overall Volume has been the ideal solution for us, simple to
Results introduce, even for multiple sites, and staff have embraced the
change to Volume far quicker than we anticipated.”
Consistent client structure has been achieved
across the group.
Remote compliance access to documents at
all times.
Cabinet option available within Volume allowing
access restrictions to be applied.
Volume helped to streamline work
processes across a number of sites.
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
