IPaperless Data Analytics & Research Company

19/08/2021

Technology Is Creating an Evolved Ecosystem for Wealth Management.

An Evolving Ecosystem: Are You Incorporating Change Through Technology?
Developing your wealth management ecosystem from the ground up doesn’t have to seem impossible. The average wealth management office is seeing significant change across the board:

There’s more integration. Offering more real-time information and resources has become invaluable today.
Automation has become essential. With so many working components, it’s essential that individual systems need to work together through automated processes.
Specialization is growing. Providing a niche of services allows for a better level of service to the client.
These sound like fantastic ways to enhance client service and streamline the day-to-day business you handle. But, how can you get started? Where do you put your focus right now to begin to integrate, automate, and specialize?

19/08/2021

Enhance your security, transparency & efficiency with Treeno EDM.

Enterprise Document Management, configured to work the way your business does.

Treeno has been at this since 2002 and it is ALL WE DO.

https://treenosoftware.com/protect-your-organizations-data-with-treeno-softwares-edm-solution/

The cost of implementing electronic document storage and management can easily be outweighed by the costs of relying on paper and manual processes.

19/08/2021

If the Unexpected Happens, How Safe is Your Data?

Businesses often spend a lot of time planning business strategies, grooming future leaders for succession plans and anticipating potential roadblocks to the business’ future success. These are all important measures to ensure business continuity from a process and personnel standpoint. The same level of care and concern should be taken for important business documents to ensure that your files are protected from everyday threats and unexpected events as well. Disasters, whether natural or otherwise, can strike any business at any time. The harsh reality is that many businesses that experience unexpected disasters are never able to recover.

Treeno Software’s Electronic Document Management (EDM) solution can play an important role in your business continuity planning efforts. Using electronic documents and automated workflows means you’ll have seamless access to your important documents, records and processes no matter what happens. This, in turn, allows your business to continue serving customers and facilitates a quick recovery after a significant business disruption.
https://treenosoftware.com/the-cost-of-secure-information-management-proactive-vs-reactive/

19/08/2021

The Cost of Secure Information Management: Proactive vs. Reactive - Treeno Software.

There is no question that there are costs associated with managing and storing your data. That’s true whether you rely on paper documents and files, scanned records maintained on network drives or if you use an electronic document management solution. However, those expenses can be significantly lower for organizations that choose to take a proactive approach to document management, rather than a reactive one.
https://treenosoftware.com/the-cost-of-secure-information-management-proactive-vs-reactive/

19/08/2021

Make more money by being more efficient... what a novel idea?!

Treeno can help to take away the mundane, time-consuming aspects of document processing and allow your organization to process more than ever via automation.

Our system is customized to work the way you do. Intuitive, configurable and affordable, Treeno is the perfect solution for organizations with budget, bandwidth and brainpower sensitivities...

Treeno's skilled implementation team will have your tailored solution in place and your users trained in a fraction of the time it takes other DMS providers. Our dedicated support team ensures that that your system and users are well taken care of.

19/08/2021

One of the biggest challenges facing small and mid-sized businesses is finding and implementing processes that meet company needs today but that will also meet expanding needs in the future. After all, constantly having to invest and reinvest in systems and processes because what you were using can’t keep pace is costly and time-consuming. When you choose an electronic document management solution, you’re purchasing a scalable, cost-effective solution designed to help take your business from where it is today to where you want it to be in the future.

Here are the top five ways that electronic document management helps ensure smooth scaling for your future business growth:

1. Always Have Documents Available – from Anywhere
When you use a document management solution, your customer, employee and company data and records are available with just a few clicks 24 hours a day, 7 days a week. Even better, those documents and files are available wherever you are. That means you and your team can answer customers’ questions on the go as long as you have an internet-connected mobile device handy.

2. Automated Workflows Help You Work More Efficiently
Look for an electronic document management solution that allows you to create custom workflows so you and your team can work smarter as your business grows, not harder. Treeno Software’s EDM solution allows users to design and run workflows for almost any type of process involving the company’s documents and records. This means shuttling paperwork from one department to another manually can be a thing of the past, speeding up processing time and helping eliminate bottlenecks.

3. Never Worry about Finding Your Documents and Records
With an electronic document management solution, you can be confident your company’s business records and customer files can be retrieved quickly when you need them. In businesses that rely on paper records or manual processes to name and store electronic files, human errors and misfiling can lead to lost records. Thankfully, that’s not an issue when you use the consistent file structure you get with Treeno’s EDM solution.

4. Eliminate Wasted Time Handling Paper Records
Paper documents and manual processes aren’t just inefficient at the start; they’re inefficient throughout the life of the document. Businesses that implement electronic document management save time and money from the start as there’s no need to print documents, create paper files, store those files or retrieve and re-file them each time they are viewed, not to mention the money saved in paper and toner costs in a paper-based work environment. With document management solutions, employees can retrieve records in just moments and two or more employees can review the same records without having to share hard-copy records or make photocopies to collaborate.

5. Be Prepared for Audits
Finally, with electronic document management solutions, you can be confident your organization is meeting its records management and storage requirements as it continues to grow. If you are in an industry that involves regulatory audits, you can rest easy knowing your documents are being maintained securely and that you are prepared for auditors’ visits, even as your business expands.

Is Your Business Scalable? Discover How Treeno Software Can Help!
Whether you are just starting your business or have been in growth mode for several years, you can benefit from the scalability that comes with Treeno Software’s Electronic Document Management solution. To learn more, contact us today at +260 96 7000595

https://treenosoftware.com/5-tips-for-smooth-scaling-with-dms/

19/08/2021

One of the biggest challenges facing small and mid-sized businesses is finding and implementing processes that meet company needs today but that will also meet expanding needs in the future. After all, constantly having to invest and reinvest in systems and processes because what you were using can’t keep pace is costly and time-consuming. When you choose an electronic document management solution, you’re purchasing a scalable, cost-effective solution designed to help take your business from where it is today to where you want it to be in the future.

Here are the top five ways that electronic document management helps ensure smooth scaling for your future business growth:

1. Always Have Documents Available – from Anywhere
When you use a document management solution, your customer, employee and company data and records are available with just a few clicks 24 hours a day, 7 days a week. Even better, those documents and files are available wherever you are. That means you and your team can answer customers’ questions on the go as long as you have an internet-connected mobile device handy.

2. Automated Workflows Help You Work More Efficiently
Look for an electronic document management solution that allows you to create custom workflows so you and your team can work smarter as your business grows, not harder. Treeno Software’s EDM solution allows users to design and run workflows for almost any type of process involving the company’s documents and records. This means shuttling paperwork from one department to another manually can be a thing of the past, speeding up processing time and helping eliminate bottlenecks.

3. Never Worry about Finding Your Documents and Records
With an electronic document management solution, you can be confident your company’s business records and customer files can be retrieved quickly when you need them. In businesses that rely on paper records or manual processes to name and store electronic files, human errors and misfiling can lead to lost records. Thankfully, that’s not an issue when you use the consistent file structure you get with Treeno’s EDM solution.

4. Eliminate Wasted Time Handling Paper Records
Paper documents and manual processes aren’t just inefficient at the start; they’re inefficient throughout the life of the document. Businesses that implement electronic document management save time and money from the start as there’s no need to print documents, create paper files, store those files or retrieve and re-file them each time they are viewed, not to mention the money saved in paper and toner costs in a paper-based work environment. With document management solutions, employees can retrieve records in just moments and two or more employees can review the same records without having to share hard-copy records or make photocopies to collaborate.

5. Be Prepared for Audits
Finally, with electronic document management solutions, you can be confident your organization is meeting its records management and storage requirements as it continues to grow. If you are in an industry that involves regulatory audits, you can rest easy knowing your documents are being maintained securely and that you are prepared for auditors’ visits, even as your business expands.

Is Your Business Scalable? Discover How Treeno Software Can Help!
Whether you are just starting your business or have been in growth mode for several years, you can benefit from the scalability that comes with Treeno Software’s Electronic Document Management solution. To learn more, contact us today at +260 96 7000595

https://treenosoftware.com/5-tips-for-smooth-scaling-with-dms/

We are a business, organization and image consulting company specializing in a turn key solutions customized, intergrated and implemented industry standard compliance regulations and rules.

03/09/2020

Document Management System In Human Resources!

A huge part of HR is document management. Company policies, handbooks, offer letters, contracts... the list never seems to end. Treeno DMS allows you to upload, organize, and share public documents like policies and handbooks, while confidential documents—like appraisal files, conduct records, and other sensitive information—stay secure.
From offer letters to contracts and policies, a lot of documents need to be sent out for signatures. Streamline this process with People's customizable workflows. For example, define a workflow where offer letters are sent first to the candidate for signature, and then, once the copy is signed and delivered, it is directly saved under the employee's files.

Contact Us Today For A DEMO And Estimate.

https://treenosoftware.com/from-hire-to-retire-leveraging-document-management-solutions-to-improve-hr-efficiency/

02/09/2020

Keeping Track of Regulatory Documentation Using A DMS For Client Onboarding

Treeno Document Management enables financial institutions to manage regulatory and client document management requirements efficiently across multiple regulatory and operational requirements. A shared services document repository, Fenergo Document Management allows users to search, retrieve and upload documentation easily and efficiently.

https://treenosoftware.com/onboarding-new-clients-made-simple-managing-client-accounts-throughout-their-lifecycle/

30/06/2020

Automating the Invoicing Process: Improving Efficiency in Financial Accounting

Organizations are dealing with an exponentially growing number of information that arrives from various sources and in a lot of different formats. By the end of the day, it’s becoming quite a challenge to have quick and secure access to the business information they need to efficiently operate and compete in the market. One of the tasks that require special attention is invoice processing. And Invoice Processing as a Service may be the solution for the headaches that it is usually associated with it.

Contact iPaperless for an Obligation Free Consult or Contact Treeno Directly.

https://treenosoftware.com/automating-the-invoicing-process-improving-efficiency-in-financial-accounting/

05/06/2020

Financial Services Industry

There are a range of reasons why Document Management & Storage is a core business need of the wealth management sector. A more highly regulated environment, greater demands from clients and advisors and risk from factors such as document loss, breaches, fraud and poor processes. With more digital tools and infrastructure like the Cloud, Document Management & Storage is now a more advanced area with tools available for all forms of wealth manager to benefit from greater security, access, archiving, efficiency and compliance. Treeno Software Document Management Solution seeks to support wealth managers in their discovery, understanding and engagement of what is available.


https://treenosoftware.com/enhancing-productivity-client-services-financial-service-advisors/

29/05/2020

Advisory Firms Beyond Covid-19

Keeping massive amounts of information organized is key to successfully managing key advisory portfolios, and this requires using the right advisory services document management solution.

Being an advisor isn’t easy—but managing your files and information can be. Treeno’s comprehensive Document Management System (DMS) can revolutionize and simplify your Advisory services.

https://treenosoftware.com/integrated-automated-technology-ensures-advisory-firms-efficient-well-run-businesses/