We are excited to announce that Genworth Financial has chosen eFileCabinet Online as the approved all-in-one document management system for its advisors. Going forward, Genworth advisors can take advantage of the many features eFileCabinet has to offer. This includes a client portal, secure online data backup and a paperless way to organize documents in the cloud.
Genworth Financial is a global financial security company that is present in over 25 countries and has more than $100 billion in assets. Genworth’s advisors have offices across the country and work tirelessly to provide their clients with the financial and insurance advice they need.
With all of the paperwork produced for each Genworth client, Genworth saw a need for a robust document management solution that would allow them to share documents with their clients securely, manage documents efficiently and cut down on the amount of paper used in their offices. This realization led Genworth to our cloud solution, eFileCabinet Online.
The benefits for advisors is that they can increase their productivity, lower the labor cost of managing paper and increase quality of service to the customer base. Because eFileCabinet Online is modeled after a physical file cabinet, it is intuitive and will allow Genworth’s advisors to implement document management quickly into their practice. Drawers can be created individually for each client and special templates can be created to store tax documents, claims forms, and other records in an organized manner.
If you are a Genworth advisor and would like to learn more about how this partnership can benefit you, call us at 877.574.5505.
If you are a financial organization wondering which document management solution is right for you, sign up for demo or visit our Insurance and Financial Services page for more information.














