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Treeno is a leading provider of enterprise-class electronic document management solutions that are affordable for every size business
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Treeno’s EDM Offers More than Just Document Storage for Financial Services
Using an electronic document management solution means more than simply having electronic copies of documents; integrated workflow solutions can help financial services firms with tasks including account setup, advertising review, blotter reviews and much more.
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Treeno Software Helps School Districts Create Process Efficiencies
As featured in a recent CIOReview article, Treeno Software’s EDM solution can save school districts time and money while helping to maintain the confidentiality of documents and files.
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Onboarding New Clients Made Simple: Managing Client Accounts Throughout their Lifecycle
Onboarding New Clients Made Simple: Managing Client Accounts Throughout their Lifecycle Financial services advisors shoulder a lot of responsibility, working to meet or exceed clients’ expectations for their investment portfolios and providing a level of service...
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From Hire to Retire: Leveraging Document Management Solutions to Improve HR Efficiency
From Hire to Retire: Leveraging Document Management Solutions to Improve HR Efficiency No matter what industry you are in or how large your company or organization is, your Human Resources personnel have a big responsibility managing what can sometimes seem like a...
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Leveraging Document Management to Improve Client Service for Financial Services Advisors
Financial services firms can improve client satisfaction and increase the likelihood of referrals by focusing efforts on client service. Leveraging electronic document management tools can help.
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