Case Study: MacLean Financial Group boosts efficiency and revenue with Digitech Systems PaperVision Enterprise

MacLean Financial Group - Customer Case Study

MacLean Financial Group, a fee-based financial planning company, faced a challenge with its cumbersome paper records system, which hindered employee productivity and posed security risks. Seeking an electronic records system, the company turned to Digitech Systems and its reseller, MuniMetriX, to implement the PaperVision Enterprise and PaperFlow solutions.

Digitech Systems' solution provided a single, searchable electronic system that dramatically improved efficiency. The implementation reduced information retrieval time by 85%, saving $24,000 annually in labor costs. This savings was reinvested into marketing, contributing to a 20% increase in revenue and a near-doubling of their clientele, all while enhancing document security and disaster recovery.

MacLean Financial Group

Hawley MacLean

President