bank

A giant financial-services provider can now locate
all of their needed documents in one easy, online location.

Case Study – Financial Services

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COMPANY SIZE

9500+ Staff members

LOCATION

JHB, South Africa

INDUSTRY

Insurance / Financial Services

ABOUT

A multinational financial services and property holding company with their head office situated in Johannesburg, South Africa. They have branches in multiple countries across the African continent.

BACKGROUND

A giant financial-services provider have independent and tied financial-service representatives which provide insurance products in the long-term insurance industry. Their sales teams struggled to keep track of all the office paperwork and needed a system to organize their files with online remote access.

THE CHALLENGE

  • Content scattered across multiple systems and locations.
  • Insufficient floor space for more document storage.
  • Unmanageable stationary costs.
  • Countless lost documents.
  • Multiple and redundant document copies made.
  • Unnecessary printing of email correspondence.

THE SOLUTION

Digital Cabinet’s cost-effective, single-platform cloud solution enables them to:

  • Implement a cloud-based DMS (Document Management Solution) across some of their major independent franchisees, providing them online access to their documents, as well as access to their head office.
  • Replace stacks of paper files with easily-accessible online documents.
  • Provide a simple, integrated scanning tool so that documents can be scanned directly into the cloud.
  • Upload entire email chains directly into the cloud by simply dragging-and-dropping.

THE BENEFITS

l1

Standardize
document storage

l2

Shorten email
correspondence

l3

Save office space

l4

Reduce printing costs