Case Study: Maher Financial Group streamlines account processing with Docupace Technologies

Maher Financial Group - Customer Case Study

Maher Financial Group, Inc. needed a faster, more reliable way to open new accounts and transfer accounts without relying on a disjointed, paper-heavy workflow. Administrative Assistant Zarefa Marini spent up to 48 hours processing work items because information had to be scanned, uploaded, and then followed up on separately with the broker-dealer through phone calls and emails.

Docupace Technologies implemented a shared digital process through Docupace that let Maher Financial Group scan, label, upload, and review documents in one place with the broker-dealer. As a result, new business is now processed the same day, communication is easier, visibility into the workflow has improved, and the firm no longer needs to maintain paper client folders.

Maher Financial Group

Zarefa Marini

Administrative Assistant supporting James P. Maher, JD, CSSC