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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

  As a small clinic, you have limited resources to handle records. Compare your situation to a hospital boasting a large staff, with an IT department and a dedicated system to manage all their documents; your clinic needs a helping hand. Filework is unskippable whether you're a health professional or working in administration. If you don’t have the workplace strength to manage an influx of documents (like a hospital does), implementing a document management solution can help. This article aims to explore the reasons to use a DMS as a small clinic as well as the means to manage your documents like a hospital does. Why use a DMS? Most hospitals use electronic health records (EHR) or electronic medical record (EMR) systems. These are focused solutions built to manage medical records for hospitals. Consequently, they are expensive and hard to implement; they are also restricted to storing only specific types of medical forms, not the rest of your documents. Users require extensive trai