Page 8 - Case studies Volume document management software
P. 8
timonials The document management company

Here are some comments from a few of our customers.

“The insurance industry creates huge volumes of paperwork. “I believe it will be a benefit to all accountants.”
Working with Watermark Technologies we now have access
to our client records quickly and easily from anywhere there is “We were initially introduced to Watermark through our local
internet access. We have more office space now we no longer 1st User Group. Having been a user of Invu we were initially
need filing cabinets - great result! The move from a paper reluctant to consider another system for file storage but it
based office to a paperless office was far less effort than I had quickly became apparent that the Watermark/Volume system
expected and has without doubt enabled us to reduce staffing was far more user friendly. Watermark worked with us to
costs whilst simultaneously improving our customer service." transfer all our existing data from Invu, which was invaluable.
The set up and use of the system is intuitive and has been so
Roger Gaunt, Managing Director easy to roll out to the team that it is now considered a ‘must
have’ by everyone.”
“Volume delivers a cost effective solution that meets our
regulatory and functional requirements.Key features of the Alison Fry, Director
system include:
• Compliant with regulatory rules and legal admissibility “Volume has literally transformed our office and the way we
• Customisable filing / access structure that can be work. We are able to provide a far more efficient service to
our clients which in turn frees up more time for us to
tailored to existing working practices concentrate on developing new business and maintaining
• OCR and searchable full text index existing relationships with our clients. We have access to of
• Secure, scalable, high performance technology thousands of client’s records at our fingertips. Time and time
• Multi-site capable again we can hear the surprise in our clients’ voices when
• Ability to capture and store wide variety of electronic they see how quickly we are able to provide the information
they require.”
documents
• In native format Jerome Ormonde
• Integration with Adviser Office
• Offline access
• Ease of use
Volume is straightforward to deploy, simple to use, and has
proved to be an immediate hit with our support staff.
Watermark Technologies have been on hand at each stage of
the deployment, displaying a refreshingly helpful, open and
co-operative attitude that many other software vendors would
do well to learn from.”

Anthony Smith, Head of ICT

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
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