“We Decided To Go For It”
Cambridge Financial Group makes a paperless statement by automating incoming statement capture
November 13th, 2009 by Danielle Leong
Cambridge Financial Group, a Columbus, OH-based registered investment advisor managing assets of around $1 billion, is committed to technical efficiency – with good reason. With 12 employees managing 4,000 active accounts from 32 different brokers and supporting Delivery Versus Payment (DVP) accounts for over 50 banks, Cambridge has to maximize the productivity of each staff member.
That meant finding a way to help staff keep up with processing the 50,000 pages of statements that arrived in the mail each month, adding to the 20 years of back files spread out over 400 square feet of file cabinet space that had already spilled over into two storage lockers filled with statements and account records.
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No municipality has dedicated itself to the growth of the Laserfiche community more visibly this year than Norfolk, VA. So much so that the city’s in-house Laserfiche champions have encouraged user interaction by co-founding the Hampton Roads User Group,
In Central Virginia, our Laserfiche User Group is moving right along! In fact, the Central Virginia Regional Laserfiche User Group is meeting Wednesday, September 30th at 1:00 pm at the Albemarle County Office Building. This meeting will feature speakers from the Library of Virginia, who will give a presentation and field questions about records management for local governments and state agencies.
This past Thursday, August 20, 2009, the Hampton Roads “chapter” of Laserfiche User Groups hosted its third successful meeting, and we showed no indications that we will be slowing down any time soon.