Case Study: Langham Pensions & Investments achieves efficient document management with Virtual Cabinet

Langham Pensions & Investments - Customer Case Study

Langham Pensions & Investments (LPI), an independent financial adviser based in Bury St Edmunds, needed an economical document management system to handle a growing volume of client paperwork after acquiring another IFA business. The firm wanted a solution that would pay for itself through savings in storage space, staff time and access delays, while also providing remote access and integration with its existing 1st Adviser Office software.

Virtual Cabinet supplied its document management system, including installation, training and support, with integration to 1st Adviser Office. The result was faster access to records, reduced paper handling and improved archive security, with documents retained electronically for compliance and evidential purposes. Virtual Cabinet delivered a cost-effective system that offered a rapid return on investment for LPI.

Langham Pensions & Investments

Andy Manning

Director