Partial Client List - Financial Sector

This sector includes:

• Accountancy
• Banking
• Finance
• Insurance

3i plc

Strategic consultancy and procurement help.

BCWA

The implementation of a system for private health insurance claims.

Citibank

Evaluation of the records management issues and opportunities for EDM for their Warsaw branch.

Marlborough-Stirling

Functional Requirement Specification assistance

Medical Protection Society

Preparation of tenders and bid evaluation for an EDM system to support management of medical negligence claims.

Schroders Investment Bank

Scoping Study for an EDM/workflow system for their Headquarters. Review of off-site storage management. Functional
Requirement Specification and procurement support