Enterprise Content Management For Financial Services

Increase Profitability, Reclaim Office Space and Simplify
Regulatory Compliance

• Attract, retain and support top advisors with powerful technology
• Gain a competitive edge with lower costs and faster client service
• Publish time-dated records to unalterable media
• Simplify business transfer and succession planning with easily transferable client records
  

“We’ve gotten new business because of the system and other existing clients get better, more cost-effective service.” Tom Richichi, Beveridge and Diamond Law Firm

From the individual planner to the broker-dealer, investment firms face the common challenge of improving profitability while operating in a competitive, multi-regulatory environment. Paper storage, time-sensitive retrieval demands and the expense of processing paper documents impede your organization's progress towards meeting that challenge.

Consider the Costs

• Productivity lost searching for files
• Mailing and faxing documents to clients and field personnel
• Labor-intensive archiving of physical records
• Expensive physical storage space
• Document storage and retrieval mandated by multiple regulations
• The cumulative impact on overhead costs and quality of client service

Consider the Electronic Difference

• Instant document retrieval to improve productivity
• Fast, economical CD, Web and E-mail document distribution
• Secure, reliable digital archiving
• Reduced physical storage space needs with digital media
• Streamlined compliance processes
• The cumulative benefits of reduced costs and more efficient client service

Increasing revenue while operating in a multi-regulatory environment is a concern for all financial services firms. Paper-based processes complicate workflow and cut into profits, while proliferating customer files and compliance demands can compromise efficiency - and customer service. Cost-effective, rapidly-deployed solutions help you maximize efficiency, improve productivity and increase profitability, all while reducing the cost of compliance. Spend Less, Earn More!

The Benefits are Clear

• Recover lost productivity
• Improve communication with staff, reps and clients
• Enhance business continuity and disaster recovery planning
• Preserve technology investments and add value to existing systems

Unity Business Systems will help you reclaim time, resources and labor costs by eliminating paper-based processes, while also increasing document security, improving information accessibility and automating business processes.