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How to Develop a Paperless Office Strategy That Works for You

November 15, 2018 No Comments

A Guide for Wealth Management Firms

The benefits of going paperless are as varied as they are incredible. More efficient operations, increased competitiveness, better security, reduced costs, less environmental impact — the list goes on (and on, and on).

But with all the big talk about why wealth management firms should go paperless, there’s a surprising lack of discussion about how exactly they should do it.

In this guide we’ll cover:

  • ▶ Developing Your Initial Paperless Policy
  • ▶ Selecting the Right Technology Vendor
  • ▶ Developing New Work Policies
  • ▶ Measuring Your Impact
  • ▶ And More!

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