Brevard County (FL) “Holds Court” With Automated Document Management, Workflow and Secure Collaboration

Court Clerk’s Office Replaces Big Iron Software with kloudtrack® SaaS-Cloud Computing Solution – Transparency, Staff Productivity and ROI Results Take Center Stage By Jan M. Levine, CFP Founder and Chief Technology Officer,  kloudtrack® Brevard County, Florida, is utilizing the kloudtrack® platform for critical data management and workflow that requires transparency and auditability owing to the [...]

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On July 26, 2010, posted in: Case Studies by

Collections Services: National Leader in Revenue Cycle Management for Hospitals

OUR CLIENT’S CHALLENGES The confidential nature of patient billing records means our client has to be especially cognizant of privacy regulations, and this has been difficult with their process of handling multiple copies of paper files across multiple locations. In addition, to efficiently coordinate the management of the accounts receivable function, they needed a streamlined [...]

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On July 25, 2010, posted in: Case Studies by

Financial Serivices: Financial Services Firm with 6 Branch Offices and 40+ registered Reps

OUR CLIENT’S CHALLENGES To process their clients’ applications, make trades on behalf of their clients, or invest in mutual funds, all of the paperwork must be sent in hard copy to the central Office of Supervisory Jurisdiction for suitability assessments and approvals. The mail delivery alone causes delays in processing and incurs a real “dollar [...]

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On July 25, 2010, posted in: Case Studies by

Start Small … and Scale™ — Because You Can in the Cloud

Best-Practices and Compliance Don’t Have to Involve Big IT Budgets kloudtrack® Case Study Overview Technologies and Services:   SaaS | Cloud platform for data and process management Solution Services related to Governance, Risk and Compliance (GRC) kloudtrack® Modules:  kloudflow™ kloudfile™ kloudexchange™ Industry: Financial Services (GRC) Governance, Risk Mitigation, Compliance Organization(s):  Lincoln Financial Network/Lincoln Securities Corporation stop | think [...]

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On July 25, 2010, posted in: Case Studies by

Financial Services: Case 4

THE POWER OF kloudtrack® When the home office of Jefferson Pilot was investigating document management systems, they needed a centralized system that was secure, NASD/SEC compliant, failsafe, accessible through many satellite offices, and it had to be customized. kloudtrack® met all of these objectives. Today, many of Jefferson Pilot’s Offices of Supervisory Jurisdiction – from Connecticut [...]

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On July 5, 2010, posted in: Case Studies by

Financial Services: Case 3

THE POWER OF kloudtrack® When Professional Investors Exchange was investigating document management systems, they needed a centralized system that was secure, NASD/SEC compliant, failsafe, accessible through many satellite offices, and it had to be customized. kloudtrack® met all of these objectives. Today, their geographically dispersed branch offices are enjoying greater productivity, more efficient communication, and a [...]

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On July 5, 2010, posted in: Case Studies by

Financial Services: Case 2

The Power of kloudtrack®When the home office of Jefferson Pilot was investigating document management systems, they needed a centralized system that was secure, NASD/SEC compliant, failsafe, accessible through many satellite offices, and it had to be customized. kloudtrack® met all of these objectives. Today, many of Jefferson Pilot’s Offices of Supervisory Jurisdiction – from Connecticut to [...]

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On July 5, 2010, posted in: Case Studies by

Financial Services: Case 1

Challenges The confidential nature of patient billing records means our client has to be especially cognizant of privacy regulations, and this has been difficult with their process of handling multiple copies of paper files across multiple locations. In addition, to efficiently coordinate the management of the accounts receivable function, they needed a streamlined process for [...]

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On July 5, 2010, posted in: Case Studies by

kloudtrack® INTRODUCES THE COMPLIANCE SWAT UTILITY™ VERSION OF ITS kloudtrack® SaaS TECHNOLOGY

ROCKVILLE, MD – March 18, 2008 – kloudtrack® today announced general availability of its kloudtrack® Compliance SWAT Utility™ (CSU) technology which was previewed last week at the 2008 NAIBD Technology and Compliance Symposium in Los Angeles, CA.  The kloudtrack® CSU is a specialized version of the company’s kloudtrack® SaaS-based compliance and risk management platform that allows principals, chief [...]

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On March 18, 2008, posted in: Case Studies, Press Releases by