Site Profile: • Established Independent Financial Advisers • Growing client base • Open to adopting new technology that stream-lines workflow processes Challenge • To find a technological alternative to increasing secretarial headcount after a resignation • To improve the existing workflow to boost productivity and efficiency Results • Correspondence turned around much more quickly • Improved customer service, detailed email responses Background Uncertain economic times call for the assurances provided by a financial services company that has helped its clients successfully weather many storms. The origins of the company date back to the early 1900s and SMG F.S Ltd has been providing expert Independent Financial Advice for many years. Today, the independently

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