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Information Management |
What information does your team need to get the job done? Do they have fingertip access to it?
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| The file: |
Instant access to a complete electronic version of the file. |
| The people: |
Immediate access to the phone, post, email and text details for the people they need to speak to. |
| The firm’s knowledge bank: |
A huge boon and, occasionally, a lifer saver! |
| Quick check that Compliance dealt with: |
Terms of Engagement sent? AML paperwork in order? Does Client Ledger reflect settlement statement? |
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| To discuss any aspect of Instant Office in more detail please call Graham Gibson on 01738 442299 (Ext 704). |
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SOS Instant Office
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