DocuWare
245 Case Studies
A DocuWare Case Study
ADM Investor Services International (ADMISI), a London‑based financial services provider with around 140 employees serving 1,200 customers worldwide, faced heavy regulatory demands and an unsustainable paper archive—each client generated 400–500 documents that took hours to locate. Ensuring compliance and fast responses to regulators and clients was increasingly difficult under the old, paper‑based processes.
By moving to DocuWare Cloud, scanning existing files and building a digital filing structure, ADMISI centralized documents with automatic metadata, full‑text search, electronic forms, and automated approval workflows. Retrieving documents now takes seconds, print volume has dropped (saving “several hundred trees”), staff spend more time on customer service—boosting revenue potential—and the company meets GDPR and regulatory requirements with detailed access controls.
Kunal Patel
Deputy Money Laundering Reporting Officer (DMLRO)