Global asset Advisors

Global Asset Advisors

Konica Minolta help boost client service for Global Asset Advisors

Global Asset Advisors main challenges were password protecting files and editing them, including converting JPEG files that clients send to the firm.

Industry

Investment advisory services

Solution

Power PDF

Challenge

Furthermore the firm regularly deals with the aforementioned legal descriptions. In some states, these descriptions can be up to three pages long, passed down for decades, and copied over and over.

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Solution

With Kofax Power PDF the firm would scan documents using PaperPort, then edit the documents. They spend five to ten minutes scanning the document, removing things like annotations and stamps, and finally providing a clean legal description to use in client documents. Power PDF also provided secure documents with password protection.

Robert Matthews

Owner, Global Asset Advisors

My relationships with my customers go smoother; I can take a mangled file and fix it up to give them what they need.