Case Study: Milford Asset Management achieves 75% faster documentation with ActiveDocs

Milford Asset Management cuts documentation time by 75% with ActiveDocs

Milford Asset Management, a New Zealand investment firm, faced a challenge as its manual process for generating investment plans was time-consuming, taking approximately seven hours per client. To automate this essential documentation and increase efficiency, the company turned to ActiveDocs for its document automation software.

By implementing ActiveDocs, Milford automated the generation of investment plans, integrating it with their CRM and web portal. This solution reduced the documentation process time by 75%, a four-fold gain in productivity. This automation allowed the company to more than double its output of investment plans without adding staff, significantly increasing business resilience and enabling advisors to focus more on client consultation.

Milford Asset Management