Eaton Vance Investment Managers nominated by EMC

Situation
  • Manual account openings & changes challenged customer sat. efficiency targets.
  • Lack of ability to search account documents created quality of service concerns.
Implementation & Innovation
  • Automated end-to-end handling: Electronic Document Capture, Management, Workflow & Archiving
  • Modern, intuitive user experience
Benefits
  • Cycle-time Reductions
  • Productivity gains
  • Hard cost savings
  • Increased revenues
  • Quality improvements
Technology
  • EMC Documentum xCP & Captiva
  • Partner: Flatirons Solutions (formerly Beach Street Consulting)