We have decided to deploy Demat'Box to improve our information collection from clients and support them in their digitalization journey.
Thanks to Demat'Box, we save time collecting accounting documents and have better communication with our clients.
It is simple, reliable, and discreet (reasonably sized).
Our clients' feedback is positive. The clients equipped with it use it daily. Scans are done on a day-to-day basis, and communication with the firm is simpler.
The fact that Demat'Box is "reasonably" sized is an asset because it can be placed almost anywhere. Its ease of use is also appreciated.
We have chosen to deploy the Demat'Box to our clients because document and workflow collection is a real productivity and efficiency challenge for us. Since our firm is completely paperless, the Demat'Box is the ideal tool for automatically retrieving client documents.
The Demat'Box has brought us real productivity gains in file processing and document retrieval from clients. Its ease of use has convinced even our most computer-resistant clients. In addition, thanks to the interface with ACD and the I-suite platform, the documents scanned by the clients arrive directly in the files and only have to be entered by the collaborators.
The three adjectives that I believe characterize the Demat'Box are simplicity in its use, efficiency in data processing and product scalability (with collectors, the virtual Demat'Box and all possible interfaces).
Our clients are delighted with the simplicity of use of the Demat'Box, its small footprint but also with the ability to receive directly on their box the duplicate of the documents that are sent to us thanks to the dual flow.
We decided to first deploy Demat'Box on an experimental basis within the firm. Given the success encountered, both among employees and clients, we decided to deploy the tool massively. Coupled and perfectly integrated with our firm's production tool (OCR, GED, LAD, accounting entries), we have gained in comfort and efficiency during the review of files and during the annual restitution of accounts. The search by indexing is also a very effective and practical tool for responding to client requests for documents.
We no longer manage client archives since the implementation of Demat'Box.
We mainly use Demat'Box and, more confidentially, Demat'Go.