Case Study: Harvard Financial achieves seamless document management integration with Virtual Cabinet

Harvard Financial - Customer Case Study

Harvard Financial, an independent financial advice firm based in Dorset, needed a document management system that could handle growing volumes of client files while integrating smoothly with its existing software. To meet this need, the company chose Virtual Cabinet and its document management solution.

Virtual Cabinet installed and reconfigured the system in February 2011, maintaining and enhancing the existing integrations with Harvard Financial’s software, including Quay. The solution made it easier and faster to find client and pension documents, attach emails and Word files, scan and view documents more clearly, and add notes, delivering immediate and ongoing efficiency gains.

Harvard Financial

Jackie Werner

Director