Case Study: Seven Investment Management streamlines document search and management with Virtual Cabinet

Seven Investment Management - Customer Case Study

Seven Investment Management (7IM), a £6 billion investment management firm, needed a document management system that was innovative yet simple to use. Their previous system was not user friendly and made it difficult to retrieve client documents, so they turned to Virtual Cabinet for a replacement document management solution.

Virtual Cabinet implemented its document management software in stages, including migration of legacy files and onsite training for 150 staff. The result was a fast, intuitive system with smarter search, easier document import from Word, Excel, and email, and better control over sensitive files through virtual filing cabinets and a client portal. 7IM said it can now readily locate all client documents, improving efficiency and saving time.

Seven Investment Management

Susan Allen

Head of Platform Service Team