Testimonials from some of our clients.
UK Wealth Management has been tracking the development of DMS technology for some time, and has evaluated systems from a variety of vendors. With their roots in financial services, Watermark Technologies understand the issues our business faces, and Volume Finance delivers a cost effective solution that meets our regulatory and functional requirements. Key features of the system include -
-Compliant with regulatory rules and legal admissibility.
-Customisable filing / access structure that can be tailored to existing working practices.
-OCR and searchable full text index.
-Secure, scalable, high performance technology.
-Multi site capable.
-Ability to capture and store wide variety of electronic documents in native format.
-Integration with Adviser Office.
-Offline access.
-Ease of use.
Volume is straightforward to deploy, simple to use, and has proved to be an immediate hit with our support staff. Watermark Technologies have been on hand at each stage of the deployment, displaying a refreshingly helpful, open and co-operative attitude that many other software vendors would do well to learn from.
Anthony Smith,
ICT Services Manager.
Clearly Watermark has internationally changed our business for the better. Optident operate from 4 countries world wide and volumeRemote has allowed everyone instant access to documents without compromising our security.
‘Volume’ is a well designed, adaptable, and cost effective DMS solution, which is very easy for users to get to grips with. This is a good combination.
It’s ‘drag-and-drop’ approach, in conjunction with its simple layout enable users to work efficiently and in a consistent way - something that has been invaluable to our business.
We are very impressed with the system and would recommend a demonstration to anyone!
Anthony Mazzara
IT Manager
We use it at our head office, we recommend it to our client base and, above all, we like it.
Neil Stevens
Operations Director
"We have been Watermark users for over a year now. We have found the
software to be simple enough to allow all skill levels to use it without
excessive training but has enough functionality and robustness to
fulfil all of our needs. Watermark has made it easy for people to get
excited about scanning and this makes my job a lot easier. We are
currently rolling out Watermark to all of our remaining Departments, I
think that this, like the software, speaks for itself."
Chris Warren , System Manager, IT Department.
Volume has literally transformed our office and the way we work. We are able to provide a far more efficient service to our clients which in turn frees up more time for us to concentrate on developing new business and maintaining existing relationships with our clients. We have access to thousands of client’s records at our fingertips. Time and time again we can hear the surprise in our clients’ voices when they see how quickly we are able to provide the information they require.
Jerome Ormonde. A family owned business.
We were initially introduced to Watermark through our local 1st User Group. Having been a user of Invu we were initially reluctant to consider another system for file storage but it quickly became apparent that the Watermark/Volume system was far more user friendly. Watermark worked with us to transfer all our existing data from Invu which was invaluable. The system set up and use of the system is intuitive and has been so easy to roll out to the team that it is now considered a "must have" by everyone.
Alison Fry dip PFS
Operations & Compliance Manager
"The insurance industry creates huge volumes of paperwork. Working with
Watermark Technologies we now have access to our client records quickly
and easily from anywhere there is internet access - and we have more
office space now we no longer need filing cabinets - great result!
The move from a paper based office to a paperless office was far less
effort than I had expected and has without doubt enabled us to reduce
staffing costs whilst simultaneously improving our customer service"
Roger Gaunt
Managing Director