The Challenges
- Data input and risk management
Jane and her team were having to enter the same data into multiple documents, multiple times. It was taking a lot of time away from other priorities and it left room for human error. With Arken Professional Jane’s team enter the same information once, which lowers administration levels that can frustrate teams and reduces their exposure to error.
- Printing and collating documents
Before Arken Professional, Jane and her team used to have to print out the Will, the cover sheet, and the letter for the client from different places. They would have to check the details on each one very closely, as they were built manually, and the whole process was “a pain.”
In Arken, they can print all the documents from one place, which saves them time and money on administrative tasks. It also supports their document management and version control.
- Control, transparency and speed.