The benefits of going paperless are as varied as they are incredible. More efficient operations, increased competitiveness, better security, reduced costs, less environmental impact — the list goes on (and on, and on).
But with all the big talk about why wealth management firms should go paperless, there’s a surprising lack of discussion about how exactly they should do it.
In this guide we’ll cover:
- Developing Your Initial Paperless Policy
- Selecting the Right Technology Vendor
- Developing New Work Policies
- Measuring Your Impact
- And More!
