Financial Services
The financial services sector interact with their clients mostly
by email. Many services are located off shore to provide the most
efficient tax and investment options and the clients are located
around the world. Consequently the heavily regulated business
sector has to contend with a mountain of received and transmitted
emails everyday combined with high levels of compliance and
regulation which together mean that all emails need to be
traceable.
The above challenges are often enough to break Outlook on their
own but added to this, the relationship with any one client is
often the responsibilty of a team not an single individual.
With these pressures a better solution is requred, Topaz Filer
allows the team members to:
- quickly and easily file sent and received emails by client and
project
- reducing the time to save an email from 30 seconds to under 5
seconds
- see all of the emails rather than just their own
- respond to the clients more quickly
- meet the risk compliance requirements as all emails are
visable
- search the store for all relevant emails quickly and
easily
As companies grow, the mass of emails is dwarfed by the paper
trail of contracts, certificates and letters. With the tight
integration with Document Manager Topaz can also
seemlessly work in an environment where all documents can be saved
in an integrated solution. By implementing a combined solution it
is possible to:
- meet compliance requirements
- improve client response
- improve business reiliance
- and drive down costs
For more information please call +44
(0) 1980 760300 or email us now.
