When Rupert Leaton of Isle of Man-Manx Business Solutions (MBS) titled his May technology seminar simply “Cost,” 55 of his fellow Manx (the term for residents of the Isle of Man) showed up to hear more. This number is significant because the Isle of Man, situated between England and Ireland in the Irish Sea, is a relatively small island—the kind of place where when you rent a car, they don’t keep track of your fuel because you won’t drive enough to need a fill-up—but is also home to one of the world’s most sophisticated financial services industries.
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The Challenge

The strict oversight of the Isle of Man Government’s Financial Supervision Commission (FSC) means that independent financial advisers require a secure, enterprise-wide platform for tracking and managing both paper and electronic records. Proliferating work process documents, extensive audits and strict records-retention rules leave many financial services firms struggling to maintain productivity in a highly-competitive industry.

For Jon McGowan, managing director of MAC Financial, these challenges multiplied with his business’s increasing success. With three major acquisitions in three years, McGowan and his staff were dealing with more customers, more work and significantly more paper. They needed a solution that would not only organize their records, but would also assist them in following compliance directives. Whatever solution they chose had to have enterprise capabilities, be able to manage a large volume of documents and integrate with their customer relationship management (CRM) system to enable fast, efficient and flexible client service.

It took less than half a day for MAC Financial to implement a Laserfiche solution, enabling instant document retrieval and freeing up an entire floor of office space. Now, MAC Financial runs more efficiently, saving time, money and staff resources while increasing revenue.
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The Challenge

The Eastleigh Council Revenue and Benefits Department faced a considerable challenge: increasing operational efficiency while transitioning from their rapidly-declining Document and Image Processing System (DIPS). Their current DIPS was slowing down information access and hampering staff productivity, due to an aging, ineffective query function. Whatever system the department chose, however, had to eventually integrate with the council’s planned enterprise-wide customer relationship management (CRM) system.

Lesley Cox, Local Taxation Manager, knew that the revenue and benefits department was working with a limited budget and had to procure the best-quality system available. By implementing a Laserfiche® digital document management solution, she was able to centralise the department’s records in a single repository, saving her staff time and aggravation while simplifying future integration with the council-wide CRM system.
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With the strict oversight of the Financial Services Authority (FSA), independent financial advisers in the UK require a robust platform for tracking and managing paper records. Rigorous audits and record-retention rules, along with numerous work-process documents, leave independent financial advisors drowning in a sea of paper.

Regal Independent Financial Services Director Neil James and his co-directors were fighting a losing battle against rapidly-filling file cabinets and spiraling storage costs, all the while facing the strict compliance and retention pressures of operating in a highly-regulated environment. With files of up to 250 pages, easy searching was a priority, and physical storage space was at a premium.
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Since its founding in 1958, Arthur McKay has established its credentials as one of the top building services and maintenance contractors in the U.K. The company embraces the very latest technology to provide quality, value and innovative solutions to meet clients’ needs. So it’s only logical that when staff sought to streamline business processes, reduce paper consumption and improve their clients’ access to information, they chose a document management solution with an equally impressive track record of innovation. By implementing Laserfiche digital document management, Arthur McKay has optimised their business processes and realised a vast improvement in their quality of client service. Full story »