Word® Based Document Automation Solution a “Market Disrupter”

In the investment industry, quality and efficient responses to requests for information are essential to maintaining a competitive advantage. After difficulties in attempting to house the core content within an Excel document and referring to old RFPs and questionnaires for responses, Keeley turned to using a commercial web-based cloud solution. According to Brent O’Neil, Sr. Client Services Associate, “The Cloud based system was inefficient and labor-intensive. It required a great learning curve and the use of cumbersome back-end systems.”

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