How to Develop a Paperless Office Strategy That Works for YouNovember 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!