Going Paperless: Taking Steps to Improve Efficiency, Customer Service and Profits

Welsh, Tim
May 2007
Journal of Financial Planning;May2007 Supplement, Vol. 20, p17
Academic Journal
The article discusses the implementation of digital document management systems in the financial planning industry. The author notes various advantages to digitizing documentation systems, including increased sales, improved employee morale and a reduction in operating costs. Also noted is the fact that these systems provide easy-to-use search and retrieval features. The author notes that digital document management systems can simplify procedures necessary for meeting document security and storage regulatory requirements, while enhancing disaster preparedness.


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