Case Study: Medium Sized Financial Advisor Company achieves paperless client document management and major labor savings with FileHold

Medium Sized Financial Advisor Company - Customer Case Study

FileHold worked with a mid-sized financial advisory firm that manages more than 2,500 client accounts, each made up of hundreds of pages of regulated paperwork. The company was burdened by time-consuming paper handling, storage in filing cabinets, slow retrieval, and the risk of compliance issues — driving the need to eliminate inefficiencies and reduce labor tied to physical files.

FileHold implemented its QuickScan Pro/FileScan QSP scanning workflow using barcode separator sheets to automatically tag, classify and index documents, combined with OCR to create searchable PDF files. The result was largely automated, error‑free filing, faster document retrieval and sharing, reduced storage needs and labor costs, and improved client service and compliance.