Case Study: Using PaperVision® Enterprise, MacLean Financial Trades Expenses For Revenue And Doubles Clientele

MacLean Financial Group, a fee-based financial planning company offering comprehensive financial planning, insurance and investment services, started seeing their business grow, and so did their mass of paper records. In the shadow of the company's new success, their paper records system became increasingly arduous and MacLean knew it was time to move to an electronic records system.

The implementation of PaperVision Enterprise and PaperFlow™ enabled the MacLean team to convert paper records to electronic documents and put them in a single, searchable system. As a result, information retrieval time has been reduced by 85 percent saving the company more than $2,000 a month in labor costs alone. That time and resource savings was reinvested in marketing and revenue generating efforts. As a result, Digitech Systems software has played a role in increasing MacLean's revenue by more than 20 percent.