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 dramatic reduction in the number of paper files.


“One big advantage is that I don’t have to create hard copy files and store them,” says Ruth DeMoura of PIE. Now, Ruth scans in documents and uploads them to kloudtrack® once and they’re permanently and securely stored. Everything is date stamped, so there’s a record of when something was scanned.


With satellite offices all over the country, the benefit of kloudtrack®  is that everyone can be accessing and looking at the same document at the same time. Now, when a rep calls and asks a question, everyone can be looking at the document. “It’s beyond words,” says Ruth.

“I DON’T NEED A FILER, I HAVE kloudtrack®

In an office where hundreds of documents must be tracked and stored daily, Ruth used to employ a full time office assistant to do the work of copying and filing. With kloudtrack® this position has been eliminated with the added benefit of quality control; now Ruth maintains control over how records are indexed and stored and is not at the mercy of “temp typos.” kloudtrack® has improved her workflow. “It has eliminated hard copies but [in the process] it has also created more time to do more work for me.”


Implementing new document management technology represents a change in the way you do business, and kloudtrack®understands that the initial launch phase is a critical time. kloudtrack® representatives help you get your files uploaded into the system, determine how you will categorize your data so it can be efficiently retrieved, and then work with you and your staff to get you acclimated to the system within a matter of weeks, not months. At first, Ruth wasn’t sure what to expect. “Now, it’s wonderful.”

On July 5, 2013, posted in: Case Studies by
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