How Paperless Document Management Increases Efficiency for LA RIAs (SlideShare)

How Paperless Document Management

Increases Efficiency for LA RIAs

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLAInvestmentAdvisors.com

http://www.techguideforlainvestmentadvisors.com/

Sponsored by


Craig PollackFounder & CEO

To become more efficient

and organized, investment

firms are transitioning to

a paperless office environment


Sponsored by



Savings on Labor Costs


Sponsored by



Working with paper files

hampers office efficiency


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No More Misfiled

or Lost Documents


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Nearly ten percent of all

paper documents end up

damaged or lost


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Better Customer Service


Sponsored by



Making a client wait while a

paper file search takes place

is neither efficient nor good

customer service


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Improved Document Security


Sponsored by



Everyone today fears cyber-

thieves, making it easy to

forget that paper documents

can be stolen


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Solid Disaster Recovery


Sponsored by



Financial advisory firms

that rely primarily on paper

documents can suffer

irreparable business damage

if a disaster (natural or

otherwise) strikes


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Bottom Line


Sponsored by



Keeping files organized

is crucial for the success

of your Los Angeles investment

advisor firm


Sponsored by



Has your office made

the transition to a paperless

document management

system?


Sponsored by



If so, have you noticed

an improvement in operational

efficiency?


Sponsored by



Let us know your thoughts

in the Comments box below


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