Save Your Employees Up to 6 Weeks Per Year [Infographic]

Learn how much time you can save by integrating your CRM with a document management system (DMS)

How much money would your firm save if each employee had an extra hour and half a day? How much more productive would everyone be?

One financial advisory firm found that by integrating their CRM (Salesforce) with their DMS (Worldox), they were able to save employees more than an hour of unproductive time searching for client documents and records every day.

Fill out the form to receive the infographic case study and learn how an RIA saved time and money with their integration.