Lifestyle Financial Planners

Document Scanning for Financial Planners

My company had a need to digitise all of our client files when the CommBank made a decision to restructure its financial planning division.

Futuristic Digital have assisted us to digitise our documents, which were predominantly kept as hard copy in manilla folders and stored in filing cabinets in our office.

Nick and his team provided clear processes and procedures to enable a very rapid conversion to digital and it’s already paying dividends for us. Not only have we freed up valuable floor space, but our files are accurately named and easy to find, this is saving us time. Our information is now all in one place and instantly retrievable, its backed up and securely stored on our network.

he whole process was simple and easy as Futuristic Digital’s level of customer service and communication was excellent. We also found it very affordable compared to us doing it ourselves.

Luke Di Prinzio - Director
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