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 do you spend too much time looking for documents?
are you running out of paper storage space?
If so, you're not alone. Most financial organisations struggle to control paper and electronic documents effectively. Their failure to manage documents electronically is reducing efficiency, damaging customer service and reducing profit. As their business grows, their ability to effectively manage documents diminishes. While this can be very damaging, it's rarely fatal. In recent years, however, concerns over security and corporate governance have arisen.
would you survive the loss of your entire paper archive?
could you provide accurate audit to defend your actions?
If you answered no to these questions, the outlook is not so good. But we have a solution |
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| VirtuSync Document Warehouse |
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| Feature-rich document and process management - VirtuSync Document Warehouse (DW) addresses all of these efficiency and security issues. This powerful document and knowledge repository allows intelligent storage and rapid retrieval of any document, file or record, whatever its size or format. Documents can be of electronic origin (e.g. Microsoft) or scanned from paper. VirtuSync DW provides easy-to-use, browser-based document management that is highly secure and maintains a trackable audit trail for all activity. |
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| Also included in our standard offering is VirtuSync Business Process Manager, a versatile business process modelling tool that maps onto your organisational processes. By automating complex manual processes, investment and wealth managers can increase accuracy, reduce costs and improve customer service. |
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| Key Features |
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Scalable: grows as your business grows. |
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Easy web browser access. |
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No downloads, no client software. |
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View, zoom and annotate documents. |
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Share folders electronically. |
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Automatically scan, index and archive documents of any format, size or type. |
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Retrieve and view files without requiring originating software (e.g. CAD). |
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Distribute by print, email, fax, FTP. |
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Full text search. |
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Easily create automated workflows. |
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Easy configuration of job schedules. |
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Full version and change control. |
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Highly network efficient. |
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User defined folders and properties. |
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Mail merge. |
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Open architecture. |
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| Benefits |
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Multi-user, concurrent document access from any workstation or location. |
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Instantaneous access to all documents. |
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Simple navigation through electronic archives. |
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Eliminate lost, mis-filed or duplicated documents. |
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Easy to use with minimal training. |
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Highly secure. |
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Save floor space previously dedicated to paper filing cabinets. |
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Effective disaster recovery. |
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Failsafe audit trail by user, client or activity. |
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Automate business processes without changing the way you work. |
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Effectively apportion workloads. |
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Retrieve large images rapidly, regardless of bandwidth. |
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