Scanning Solutions for IFA's & Financial Planners
Are you an IFA with archives of Client Files ?
Have you thought about scanning these
documents or tried scanning them in-house ? Have you invested in a document management system already and would now
like to save valuable office space ?
Click2can offer a full scanning bureau service for companies like yours and are able to take your clients files off site and
have them converted to electronic images like searchable PDF. We have a very good knowledge of how a client file builds up
over time and can help you capture all of the information so you remain compliant.
Our Turn Key Solutions include -
- Collection of Documents - archive boxes / filing cabinets
- Preparation for scanning
- Scanning with Ultrasonic Double Page Detection
- Indexing to your requirements - filenames / data for Invue etc
- Returning of documents to suit - FTP / DVD
Confidentiality
We recognise that the information we are asked to scan is confidential so are happy to sign an non-discluse agreement or
confidentiality agreement. All of our staff are trusted and respected so you can rest assured that your clients and their
file history is safe.
Quick Results - Phased Payments
If you are looking for a quick win we can quickly arrange to collect all of your files and hold them off site, immediately
freeing up your office space. What we are then able to do is scan the files over an agreed period time accepting staged payments,
which is good for your cash flow.
Scan on Demand
What if you need a file and we have it in storage. No problem, we will scan on demand, and email you the file contents. In fact
if you don't want to scan all of the information we can store your archives off site and then scan as and when you need them.
Above all we are flexible.
Files Need Sorting ?
Are your files in a mess and need some fixing ? We are experienced with IFA files and can help you sort them out as well as
remaining compliant. For example we will take out all of the Fact Finds and original signature documents and can scan them into
a separate file or keep them separate. Key Facts or Brochures can be removed or scanned as required. Files can be broken down
into sections such as New Business, Mortgages, Compliance & Correspondence
Ready to Scan In-House As Well ?
To capture all of your paper documents going forward, we can help you introduce document scanning to your business. We work
with a number of document management systems and can help plan and integrate the best system for you. We also provide online
sale of
document scanners at our Click2Scan web site
