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Client Stories |
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“Digital document management is no longer a luxury for small firms and sole practitioners. It’s a necessity for firms like ours, which need to increase business efficiency and comply with regulations. Intuition offers a powerful combination of price and functionality that bridges the gap for independent financial advisors, who need the key features of an enterprise-level solution but do not have the resources to support those high-end products.” Cuddy Financial Services |
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"In our view, we had no choice as to whether to go paperless. You must go paperless if you want to survive and thrive in the financial planning industry." Woodard Insurance, LLP |
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"Previously, an invoice from several years back would have taken days to find. Now, I can look up the invoice in a matter of seconds." Kennedy and Coe, LLC |
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"At our last NASD audit, we provided auditors with 80,000 pages of documents—six months’ worth of correspondence—on one CD. It took about an hour to gather the 80,000 pages and create the CD. Before it meant weeks and weeks of staff time." Geneos Wealth Management |
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