Financial Services
AdestFS will provide:
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Instant Access to all Policy & Client Documents |
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Up to 80% reduction in Paper |
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Compliance Enhanced |
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Operating Costs Reduced |
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Client Service Enhanced |
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Disaster Recovery for client records in place |
Financial Service companies, general insurance and mortgage, life & pensions, in fact all sectors of financial services are challenged by the volumes of paperwork that flow through their offices.
Correspondence, policy and investment schedules, renewals, new business, mid-term adjustments, emails, reports and files, etc create an enormous administrative burden from the post room to internal distribution, tracking, filing and subsequently document retrieval.
Key Features:
- Fast Scanning - minimum speeds of 40 pages per minute
- Electronic distribution to Department heads of Client Executives
- Integration with all leading Broker Management systems
- Audit Trails for Compliance
- Instantaneous Access to all documents for immediate on-line query resolution and subsequent print, fax or e-mail
Every Adest solution focuses on the “less-paper” office environment. Each implementation is specifically designed to deliver cost savings and maximise investment through increased productivity, improved work efficiencies and better customer service.
Adest delivers far richer features at far less cost – Better Value!
Read how our clients have used our solutions to reduce costs and increase efficiencies
Adest Brochures
Contact us to learn more