Bickell And Newell (IFA)
Bickell and Newell based in Hockley in Essex are a long established Independent Financial Advisors offering Mortgages, Investments and Life Policies.
Being regulated by the FSA means that all paperwork has to be filed and kept for a long period of time, Bickell and Newell sought an answer to this problem by way of a document management system that would allow them to scan in all their Fact Finds, Policy Documents and all other related documents. An Audit trail that would prove to the FSA the integrity of the scanned documents automatically begins as soon as the document is scanned in showing the date and time of when the scanning took place and anything else that happens to the document in the future.
Advanced Technology installed INVU S200 document management software to enable instant retrieval of all documents improving customer services and reducing storage space. All documents are scanned in using a Multi Functional Device and indexed away ready for searching and instant retrieval. Searching is carried out by specific indexed fields or by using OCR technology that is built into the INVU system.
|
