eFileCabinet is the choice for Mutual of Omaha Advisors

As a leader in document management, workflow automation, and secure file-sharing, eFileCabinet has been helping financial firms increase profitability and growth by revolutionizing outdated processes. Discover a new way to work with your files. See how document management software (DMS) can revolutionize your office.

A New Way to Streamline Financial Advisory Firms

 

Mutual of Omaha agents don’t need to spend valuable time digging through filing cabinets or searching for paper documents. Spend less time on paperwork and more time strategizing, budgeting, and talking with clients.

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Sharing Portals

A better way of sharing essential documents. No more sharing sensitive data via email attachments. Create secure connections with bank-level encryption.

Templates

Only do the work once. Create templates for folder structures you want standardized throughout your system. Create a list of predefined document names that you can quickly apply to files uploaded to your drawer.

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Zonal OCR

Record text from specified fields creating a profile of metadata. The document can be routed, based on profiles, to a specified location in the system. Works with scanned physical documents or uploaded digital files.

Financial Advisors Agree – eFileCabinet is Superior

I am very satisfied with eFileCabinet. I have all my client information displayed at my fingertips. It is user friendly and I can access my files any time and anywhere. I can call customer service and get someone knowledgeable to assist me right away. I have an accounts manager that reaches out to me regularly, which I love!

Nou Thao

Insurance Agent

With eFileCabinet, it is easy to access everything. In the beginning, I was looking for my paper files and couldn’t find them. When I looked at eFileCabinet I realized that I had already filed the documents. Such a big relief. This is the most convenient way to keep all documents. It enables me to travel lighter, smarter and have access to everything. Best decision!

Michael Booker

Financial Services Professional

Ready to Take the Next Step?

This industry journey only scratches the surface of what Rubex by eFileCabinet can do. Document management software can do incredible things for your business, not just allowing you to cut out paper, but also giving you the opportunity to streamline your everyday processes so you save more time and money. Features like secure file-sharing, eSignatures, mobile access, and automation tools, make this an all-in-one centerpiece for any business of any size, in any industry.

Call: 877-574-5505

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