September GFP: Berger Financial Group, Inc.
September 24th, 2008 Comment on this articleThis month’s Global Financial Post spotlights Berger Financial Group Inc. (BFG) and their success with automated data capture and processing. BFG advisors have taken pride in providing sound advice and stellar client service for the past 30 years, but when it came to their own filing system they knew improvement was crucial.
The firm uses Laserfiche to store of “tons” of Microsoft Excel spreadsheets, Word documents and Outlook e-mails. “We’ve organized an extremely large amount of data in an easy-to-use way, which helps all our staff do their jobs more efficiently,” says Principal Mark Berger. When it comes to audits—often the bane of a financial advisor’s life—Laserfiche is also a tremendous help.
To read the full story on Berger Financial, along with all the latest Laserfiche news and customer success stories visit the Laserfiche News Portal. You can also download the PDF—along with PDFs of all our other GFPs—from the Support Site.
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