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  Data loss: every company learns to dread this term. No matter your industry, you handle data in some form or another. This data—all this information—serves as a foundation for your entire business. You cannot run a company without information about your clients, your finances, your employees, or even your daily coffee runs. (Okay, maybe not that last part, but you get the point!) We’re trying to emphasize on the importance of backing up your data, and doing it the right way. As experienced vendors of document management solutions (DMS), we’ve compiled some of the best practices to implement when backing up your files. We hope you find these tips insightful. Digitize Your Documents Alright, you can call us biased all you want, but it is a fact that paper documents are not secure! Managing paper documents is costly, space and time consuming, and most importantly, difficult to truly backup. Sure, there are facilities to physically backup your documents, but they come with downsides ...

Working in finance is a gateway towards piling stacks of documents. Financial advisors particularly have niche expectations to fulfill; having a heap of paperwork, cross referencing files while on call, and going back and forth with a client all day long are only a few glaring problems. But what if we told you there’s a solution? A document management solution (or DMS for short) can help you solve these problems from their root cause: a DMS organizes data in a central location, all digitally, while providing you with a host of features that are targeted to help you become more efficient financial advisors. Here’s how DMS can benefit your company. Instant access to client information DMS makes it easy to store data in a repository which can be searched and accessed instantly. Scanning client documents and uploading them to a DMS ensures that you can access them from a single location. DMS also allows you to look through a document’s tags & its metadata. That way you never need to ru...