How Madison Pension Implemented a Successful Document Management Process

Scanning and OCR creates an online, text-searchable database of client files for a pension consultancy

Madison Pension Services, Inc. was drowning in an ocean of paper. Customer response time was not as quick as it should have been, employees were not working as efficiently as possible, and documents were not easily accessible or sharable. To improve Madison Pension's document management and customer service, MetaSource provided a cloud document management solution that was easy to use, quick to implement, and cost-effective.

Download this case study to learn more about:

  • Outsourcing document scanning and indexing
  • Converting files to fully searchable text with OCR processing
  • Using cloud document management software for secure storage, access, sharing, and tracking of financial documents

“We were pretty much drowning in paper and people were not able to find documents effectively. After searching for a document, it would finally be found under something on someone’s desk because they were working on an amendment. A lot of wasted time to answer a five second question.” – Heidi Goldstein-Sidley/Exec. VP & Managing Director, Madison Pension