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How to Enhance Client Service and Increase Revenue with a DMS

Document management for financial firmsSuccessful financial advisory firms and RIAs are always looking for ways to enhance the client experience, and a document management system (DMS) can help you do just that. Timely responsiveness to client requests can position a firm to compete on quality instead of price, thus improving your overall margins and profits.

A DMS lets you worry less about saving and retrieving documents and focus more on the work you do for your clients. The ability to easily retrieve documents when a client is in your office or on the phone is a necessity in today’s busy environment. DMS offers several options for finding documents beyond traditional search methods, including the ability to:

  • Search on different criteria per metadata field
  • Use Boolean operators for complex searches
  • Save predefined searches for common queries
  • Save bookmarks for one-click access to the most-used searches
  • Filter or text-search within the results of another search

In addition, tech-savvy advisors will score extra points with today’s clients who expect anywhere/ anytime access to their financial information. 

Your clients will also appreciate DMS from a security standpoint. They trust you to keep their personal and financial information safe and secure. An effective DMS typically includes multiple levels of security and version control that allows access to sensitive documents only with the proper permissions.

The less time you spend on the administrative functions of managing documents, the more time you can spend on providing value-added services to existing clients and expanding your client base.

Happier clients, increased revenue and a less stressed staff – this is what DMS can do for you.

Learn more about the advantages of adding a document management system to your firm today – download our free e-book now.  


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Robin Houston

Robin Houston

Robin brings over 15 years of B2B marketing and channel partner management experience to Trumpet. She has a passion for creating an amazing experience which results in long-term relationships with channel and technology partners. She loves to drive the creation of highly-effective marketing programs that bring a company's vision to life. In her spare time, Robin loves to travel with her husband and friends. They attend music festivals, snowboard and try to escape the Phoenix summer heat as much as possible by camping in Northern Arizona.