Automating Back-Office Operations: Improving Service, plus Saving Time and Space

Welch, Tim
July 2007
Journal of Financial Planning;Jul2007Supplement, Vol. 20, p17
Academic Journal
The article discusses the ways that financial planners can automate back-office operations by improving service and saving time and space. Technology can be used to automate back-office operations, leading to efficiency gains as well as real estate and rent savings. The author examines Halbert Hargrove Investment Counsel, a California financial planning firm that saved a huge amount of money by completely automating these processes and embracing end-to-end integration to be more fast and flexible.


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