Comments on: Improve Your Paperless Document Searches http://fppad.com/2008/04/25/improve-your-paperless-document-searches/ Your source for technology insights in the financial planning community Fri, 12 Mar 2010 20:03:43 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: FP Pad » Blog Archive » Free Web-based OCR Conversion from WiseTREND http://fppad.com/2008/04/25/improve-your-paperless-document-searches/comment-page-1/#comment-1852 FP Pad » Blog Archive » Free Web-based OCR Conversion from WiseTREND Thu, 11 Mar 2010 04:19:50 +0000 http://fppad.com/?p=19#comment-1852 [...] written on FPPad before (Improve Your Paperless Document Searches) about applying OCR to each and every document captured with a scanner. Doing so allows document [...] [...] written on FPPad before (Improve Your Paperless Document Searches) about applying OCR to each and every document captured with a scanner. Doing so allows document [...]

]]> By: FP Pad » Blog Archive » Technology Tips to Cut Costs and Increase Revenue http://fppad.com/2008/04/25/improve-your-paperless-document-searches/comment-page-1/#comment-1776 FP Pad » Blog Archive » Technology Tips to Cut Costs and Increase Revenue Sat, 20 Feb 2010 21:41:43 +0000 http://fppad.com/?p=19#comment-1776 [...] Desktop search tools [...] [...] Desktop search tools [...]

]]> By: Bob Zagami http://fppad.com/2008/04/25/improve-your-paperless-document-searches/comment-page-1/#comment-58 Bob Zagami Sat, 26 Apr 2008 12:58:43 +0000 http://fppad.com/?p=19#comment-58 Bill makes some valid arguments for the financial planning community to get serious about their document management challenges. In most cases we do not see this as a core competency of many financial planning firms and would recommend that they evaluate their outsourcing options with a profession document imaging vendor. Yes, we are such a company, but there are many others in our industry that can provide these services. Your community should be aware that there are very few companies (but we are one of them) that are SAS 70 Type II certified and PCI certified. We have made these major investments to assure our clients (in all industries) that there is a secure chain of custody of their documents from the time they leave their office until the digital images and related data are returned. There is a science to every industry and we are one of the national leaders in document management systems and services and would be happy to discuss your paperwork challenges and provide you with options that can meet every budget and time frame. We provide our services through nine full-service secure and seamlessly integrated production facilities strategically located throughout the United States. Bob Zagami DataBank IMX General Manager, New England Region 781-83-2500, Ext 3552 bobzagami@databankimx.com Bill makes some valid arguments for the financial planning community to get serious about their document management challenges.

In most cases we do not see this as a core competency of many financial planning firms and would recommend that they evaluate their outsourcing options with a profession document imaging vendor. Yes, we are such a company, but there are many others in our industry that can provide these services.

Your community should be aware that there are very few companies (but we are one of them) that are SAS 70 Type II certified and PCI certified. We have made these major investments to assure our clients (in all industries) that there is a secure chain of custody of their documents from the time they leave their office until the digital images and related data are returned.

There is a science to every industry and we are one of the national leaders in document management systems and services and would be happy to discuss your paperwork challenges and provide you with options that can meet every budget and time frame.

We provide our services through nine full-service secure and seamlessly integrated production facilities strategically located throughout the United States.

Bob Zagami
DataBank IMX
General Manager, New England Region
781-83-2500, Ext 3552
bobzagami@databankimx.com

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