financial Objects

Professional Services organisations often carry high indemnities for the type of advice they give to customers which means keeping accurate, up-to-date records of customer correspondence and proposals. Such organisations typically deal in large quantities of electronic and paper documentation and prefer to implement document management systems to manage these more efficiently. genisys has integrated security and workflow features giving professionals control over the distribution and security of information. Remote working is also prevalent amongst professionals as they spend a substantial amount of time in meetings, travelling or at customer sites. With genisys, such mobile professionals can access their documents using an internet connection as the genisys store can publish documents on demand to intranet or extranet sites.

Summary of benefits

Improved customer service;
Regulatory compliance;
Reduced administration and costs;
Enhanced security;
Improved information accessibility.

Main uses

IFA

Client File Management;
Audit and Compliance.

Solicitors

Case File Management;
Audit and Compliance;
Wills

Accountants

Client File Management;
Audit and Compliance.

Recruitment Agencies

Client File Management;
Audit and Compliance;
Timesheets.

Opticians

Client File Management;
Audit and Compliance.

Property Professionals

Client / property portfolio file management;
Works order access;
Wide area / remote access to health and safety information;
Wide area access for customers to review portfolios.

Professional services

Industry solutions

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