Sticky clients: Why going paperless is a win win for advice firms

Today, the goal of a ‘paperless office' is climbing higher on the agenda of organisations as they look to devise and execute on their digital transformation strategies. Fundamental to the success of this goal is institution of organisation-wide electronic data flow and document management processes. To achieve a ‘less paper' office, the first step is to convert paper to a digital format - it then becomes an ‘asset'. Electronic files are easy and cost-effectively stored; backed up for business continuity in safe and secure locations; instantly indexed and archived for fast search, r...