Case Study: Worldsource Financial Management streamlines document workflow with Octacom

Worldsource Financial Management - Customer Case Study

Worldsource Financial Management, a division of a wealth management company supporting independent financial advisors, faced the challenge of processing hundreds of daily documents from various sources and formats. The manual workflow was burdensome for their administrative staff. Octacom was engaged to create an integrated solution to automate this process and ensure accuracy.

Octacom implemented a custom document management portal and workflow solution for the submission, conversion, verification, and processing of client account documents. This provided advisors with a convenient, self-service tool to submit and track documents, while giving head office staff complete visibility and the ability to seamlessly manage exceptions, significantly lessening their administrative burden.

Worldsource Financial Management