Articles
Financial Services Firm Looks To Cabinet NG To Go Paperless And Support Growth
February 17, 2010
•Case Study: Financial Services Firm Looks To Cabinet NG To Go Paperless And Support Growth
By Cabinet NG
JFS Wealth Advisors, a Registered Investment Advisor, offers comprehensive private wealth management services including personal financial and estate planning, investment management, tax planning and return preparation for individuals, families, fiduciaries, and institutions. JFS started using its Cabinet NG Shared Access Filing Environment (CNGSAFE) solution in 2004. Today all employees use CNG-SAFE.
The 24 employee firm saw the need to free up space for more productive purposes than paper files in rows of filing cabinets. JFS, like many small-to-mid-sized businesses, wanted to go paperless in order to achieve the efficiency and productivity gains available from a cutting edge technology solution that would cut down on paper use, filing and storage throughout the firm.
Also in common with the needs of growing companies, JFS wanted a document management solution that everyone in the firm, in all locations – branch office, or on the road – could easily learn to use and access.
Finally, JFS had a question for Cabinet NG: was it possible to link CNG-SAFE to a major software application in use at the firm? JFS's goal was to eliminate the errors and resource waste that often occurred when different software programs made use of the same information. In JFS's case, the firm wanted to avoid keying the same customer information in both CNG-SAFE and ACT!, the popular contact and customer management solution application from Sage.
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