KIS Track Case Studies

• Financial Services Case 1
• Financial Services Case 2
• Financial Services Case 3
• Financial Services Case 4
• Financial Services Case 5
• Collections Case 1

Financial Services Firm - Case 1

The Power of KIS Track

When the home office of Lincoln Financial Securities Corporation (LFSC) was investigating document management systems, they needed a centralized system that was secure, NASD/SEC compliant, failsafe, accessible through many satellite offices, and it had to be customized. KIS Track met all of these objectives. Today, many of LFSC's Offices of Supervisory Jurisdiction - from Connecticut to California - are enjoying greater productivity, more efficient communication, and a dramatic reduction in the number of paper files.

Easy to Use

Originally, Rome Burg of Savino, Sturrock and Sullivan was the first user of KIS Track in her office, but today, 6 staff members regularly use the system, and people in the trade area use the system every day.

"The major value has been the space savings, but also the ease with which we can refer to files now."

A Service Provider You Can Count On

Implementing new document management technology represents a change in the way you do business, and Kaulkin Information Systems understands that the initial launch phase is a critical time. KIS Track representatives work closely with you to help you get your files uploaded into the system quickly. They will help you determine how you will categorize your data so it can be efficiently retrieved. Most importantly, they will work with you and your staff to help get you acclimated to the system within a matter of weeks, not months.

"Certain people need different kinds of training. We have always gotten the support that we need."