The Financial Industry

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Brown & Meyers offers solutions for every aspect of digital document management.

In the financial world, paper is a fact of life. But is it running your life?  Retrieving client information from paper documents can be frustrating and time consuming. According to a global study by Gartner, 25% of all hard copy documents are misplaced and never relocated. In a business where time is money, there has never been a better time to go paperless.

With Brown & Meyers’ you can say goodbye to paper retrieval and storage, as well as wasted time, labor and office space. We’ll scan all of your documents to a secure, electronic format that you can access easily anytime, anywhere. After scanning, we can store any physical documents that you are required to keep in our secure facility, freeing up office space.

We can help you integrate your digital files into your existing platform, design a new platform for you or host your scanned documents on our secure, online portal. Our CDIA+ certified staff will perform an in-depth needs assessment to help you determine the best solution for your company or practice.

The Hidden Costs of Document Retrieval

Assume it takes a well trained employee six minutes to pull a file.

  • If she pulls just ten files a day, she’s spent an hour of time on document retrieval.
  • If you pay her $15 an hour, you’re spending $15 per day just to pull files.
  • Multiply that by the 260 working days in a year and the hidden cost comes to light—$3,900 per year. And that’s for just one employee, pulling 10 files a day.

With all of your documents just a mouse click away, you and your staff will be able to work more efficiently and dedicate more time to clients. Quick and easy electronic access to client documents makes an enormous difference when it comes to customer service.

You’ll also enjoy the flexibility of working from home or on the road. What’s more, Paper to eDoc gives you a built-in disaster plan, should the unthinkable happen.

Let Brown & Meyers help you:

  • Enjoy instant and secure access to every document from your computer, anytime, anywhere.
  • Save staff time in performing everyday tasks such as filing, disassembly, copying, faxing, reassembly and moving copies from desk to desk.
  • Establish a disaster recovery system.
  • Eliminate lost, misfiled or stolen documents.

Ready access to client documents is vital in the financial services industry—not to mention office efficiency. Let Brown & Meyers help you streamline the way you do business and save money. Trust us with all your and document management needs.

Digital Scribe; Go Paperless; Remote Monitoring