Case Study: Madison Pension Services boosts efficiency and client response with Digiscribe

Madison Pension Services - Customer Case Study

Madison Pension Services, a retirement plan consulting and administration firm, was struggling with an overwhelming volume of paper files. Consultants spent too much time searching for active plan documents, valuation files, and 5500 forms, which slowed customer response times and made document sharing difficult. To solve this, Digiscribe provided a cloud document management solution with scanning and indexing support.

Digiscribe implemented a barcode-based indexing program, outsourced scanning with full-text OCR, and uploaded documents into the ImageSilo cloud repository for secure, instant access. The result was faster customer service, improved efficiency, simultaneous access for multiple consultants, and reduced risk of misplaced documents. Madison Pension also eliminated dozens of file cabinets, lowered costs with desktop scanning, and gained a stronger disaster recovery process.

Madison Pension Services

Heidi Goldstein-Sidley

Executive VP/Managing Director