Case Study: Informed Choice cuts server costs by 50% with Workiro

Informed Choice cuts server costs by 50% with Workiro

Informed Choice, an award-winning UK firm of independent financial planners, faced significant IT costs and inefficiency. As their last server-based application, Virtual Cabinet was expensive to maintain in terms of server space and IT support. The customer sought a cloud-based solution with robust document management and e-signature capabilities to reduce reliance on paper and post. After testing several systems, they turned to the vendor, Workiro.

Workiro provided a cloud-based document management platform with customizable e-signature functionality that met the specific requirements of Informed Choice's financial providers. With dedicated support, the migration from Virtual Cabinet was completed in just 21 days. The solution cut the firm's server costs by 50% and delivered substantial time savings by eliminating the need to print and post documents. Informed Choice reported high satisfaction with Workiro, citing its ease of use and the ongoing support available to their team.

Informed Choice