Case Study: a leading wealth management company digitises legacy information and cuts costs with OASIS Group

Digitising and Integrating to Access Legacy Information

A leading wealth management company faced the challenge of digitizing its large legacy physical archive, which contained approximately 15,000 items in over 1,000 boxes. The company commissioned the vendor, OASIS Group, to provide a secure and cost-effective scanning solution to integrate this information into its new digital case management system.

OASIS Group implemented a system that securely scanned the documents and automatically uploaded the metadata and images into the client's new system. This solution was completed in just three months, which was 75% faster than the in-house option, and resulted in a 50% reduction in costs for the client while improving security and compliance with standards.