Case Study: Eppy Financial Group streamlines compliance and saves office space with Digitech Systems ImageSilo

Eppy Financial Group - Customer Case Study

Eppy Financial Group, an insurance and financial planning firm, faced significant inefficiencies and compliance risks due to its reliance on paper-based client files. The manual system slowed down processes and made preparing for FINRA and SEC audits a major burden. The company turned to vendor Digitech Systems and its ImageSilo cloud ECM solution to address these challenges.

By implementing Digitech Systems' ImageSilo, Eppy Financial digitized its records, enabling instant search and retrieval of documents. The solution drastically reduced the time to locate a file from 15 minutes to under 2 minutes and cut audit preparation from 25 hours to just 3. This saved an estimated 1,500 hours and over $21,000 in labor annually. Additionally, the removal of filing cabinets recovered valuable office space and the company expects to save over $700 per year on offsite storage costs.

Eppy Financial Group

Fran Eppy

Director of Operations