After Fran Eppy learned about Enterprise Content Management (ECM) at a conference for MassMutual insurance agents, she started to see the filing cabinets in her office from a completely new perspective. As the Director of Operations for Eppy Financial Group, Fran was well aware that documents drive almost every process in her family’s wealth management business, but she gained a new awareness of the immense time and space those enormous filing cabinets consumed. How much time and money was being wasted by managing paper documents? Fran made a decision to find out, and then to do something about it.
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