How Paperless Document Management

Increases Efficiency for LA RIAs

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLAInvestmentAdvisors.com

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

To become more efficient

and organized, investment

firms are transitioning to

a paperless office environment

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Savings on Labor Costs

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http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Working with paper files

hampers office efficiency

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http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

No More Misfiled

or Lost Documents

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Craig PollackFounder & CEO

Nearly ten percent of all

paper documents end up

damaged or lost

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http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Better Customer Service

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http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Making a client wait while a

paper file search takes place

is neither efficient nor good

customer service

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http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Improved Document Security

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Craig PollackFounder & CEO

Everyone today fears cyber-

thieves, making it easy to

forget that paper documents

can be stolen

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Craig PollackFounder & CEO

Solid Disaster Recovery

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Craig PollackFounder & CEO

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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http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Bottom Line

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Keeping files organized

is crucial for the success

of your Los Angeles investment

advisor firm

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Has your office made

the transition to a paperless

document management

system?

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

If so, have you noticed

an improvement in operational

efficiency?

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Let us know your thoughts

in the Comments box below

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