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

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

Standardize
document storage

Shorten email
correspondence

Save office space

Reduce printing costs