---
title: Document Management Helps Zive Financial Improve Customer Service, Save Money & Reduce Space
---

Contact us today! [905-475-9263](tel:+19054759263)

[![MES Hybrid Document Systems](https://blog.mesltd.ca/hs-fs/hubfs/Torontodocumentscanning_June2015/MES-Logo-Tagline2.png?width=492&name=MES-Logo-Tagline2.png)](https://www.mesltd.ca)

# Document Management Helps Zive Financial Improve Customer Service, Save Money & Reduce Space

Posted by [Kevin D'Arcy](https://blog.mesltd.ca/author/kevin-darcy) on Apr 2, 2013 9:37:09 AM

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**The Client**

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Zive Financial Inc. (ZFI), based in Toronto Ontario, is a recognized leader in insurance advisory, business succession and estate planning for high net-worth clients and medium-to-large-sized privately owned businesses.

**The Problem**

ZFI was in the process of relocating offices and were seeking a solution to [scan and manage their 45,000 member files](https://www.mesltd.ca/lp-documentscanning) as opposed to transporting the files and cabinets to their new location. ZFI also wanted to be able to access files in a more efficient manner than paper files allowed. Their member files, both active and inactive, contained client correspondence, insurance quotes, claim forms and statements. The existing paper-based filing process was labour intensive and created challenges when wanting to respond to client requests in a timely fashion. Additionally, they wanted to maintain an upscale and contemporary environment in their new office.

**The Solution **

MES Hybrid Document Systems (MES) worked with ZFI to develop a document imaging and management solution which would align with the companies core objectives. The system not only had to provide an easy means for scanning, storing and retrieving information, but it also had to integrate with existing business systems and fit within their budget. Ultimately, they selected the [back file scanning services](https://www.mesltd.ca/lp-documentscanning) of MES combined with FileBound Express. [FileBound Express is a hardware based document management system](https://www.mesltd.ca/services/document-management/filebound-express.html) that simply attached to ZFI’s existing network to provide an instant document management solution. To create a complete solution, ZFI needed to scan all of its historical member files into the FileBound system. However, the thought of indexing 45,000 member files was overwhelming to say the least. That’s where the [back file scanning services](https://www.mesltd.ca/lp-documentscanning) of MES came in. ZFI concluded the outsourced back file scanning would be a quick and efficient solution to their problem. MES handled every aspect of the file conversion of paper to digital inclusive of pick-up, preparation, scanning, indexing and integration into [FileBound Express](https://www.mesltd.ca/services/document-management/filebound-express.html). With the implementation of Canon desktop scanners, ZFI is now able to easily scan day-forward documentation into the system in order to maintain their paperless office solution.

**The Results**

Ease and speed of accessing documents has been greatly enhanced and the ability to comb through historical client information previously kept in filing cabinets is now completed in seconds without leaving the desk. All the data and images are backed up daily to their network ensuring the safekeeping and continued availability of valuable client information. The utilization of the [scanning services](https://www.mesltd.ca/lp-documentscanning) from MES and the [FileBound Express](https://www.mesltd.ca/services/document-management/filebound-express.html) solution has saved ZFI time, money and valuable office space.

For more information on the [document scanning services](https://www.mesltd.ca/lp-documentscanning) or the [FileBound Express document management system](https://www.mesltd.ca/services/document-management/filebound-express.html) please [contact us today](https://www.mesltd.ca/contact-mes/mes-solution-request.html)!

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- [Ontario Document Archiving (1)](https://blog.mesltd.ca/topic/ontario-document-archiving)
- [Ontario Document Scanning (1)](https://blog.mesltd.ca/topic/ontario-document-scanning)
- [Ontario Microfilming (1)](https://blog.mesltd.ca/topic/ontario-microfilming)
- [Paper Waste (1)](https://blog.mesltd.ca/topic/paper-waste)
- [Patient Care (1)](https://blog.mesltd.ca/topic/patient-care)
- [Patient Records Management (1)](https://blog.mesltd.ca/topic/patient-records-management)
- [Records Scanning Service (1)](https://blog.mesltd.ca/topic/records-scanning-service)
- [Records Storage Facility (1)](https://blog.mesltd.ca/topic/records-storage-facility)
- [Records and Information Management (1)](https://blog.mesltd.ca/topic/records-and-information-management)
- [Scanning Documents (1)](https://blog.mesltd.ca/topic/scanning-documents)
- [Secure Storage (1)](https://blog.mesltd.ca/topic/secure-storage)
- [Types of EDMS (1)](https://blog.mesltd.ca/topic/types-of-edms)
- [UScan (1)](https://blog.mesltd.ca/topic/uscan)
- [ViewScan (1)](https://blog.mesltd.ca/topic/viewscan)
- [Webinar (1)](https://blog.mesltd.ca/topic/webinar)
- [Wide Format Scanners in Ontario (1)](https://blog.mesltd.ca/topic/wide-format-scanners-in-ontario)
- [accounts payable programs (1)](https://blog.mesltd.ca/topic/accounts-payable-programs)
- [accounts payable vs receivable (1)](https://blog.mesltd.ca/topic/accounts-payable-vs-receivable)
- [alternative to micrographics (1)](https://blog.mesltd.ca/topic/alternative-to-micrographics)
- [archive (1)](https://blog.mesltd.ca/topic/archive)
- [archive writing services (1)](https://blog.mesltd.ca/topic/archive-writing-services)
- [archive writing system (1)](https://blog.mesltd.ca/topic/archive-writing-system)
- [books (1)](https://blog.mesltd.ca/topic/books)
- [business continuity (1)](https://blog.mesltd.ca/topic/business-continuity)
- [business records (1)](https://blog.mesltd.ca/topic/business-records)
- [cheap microfilm prices (1)](https://blog.mesltd.ca/topic/cheap-microfilm-prices)
- [child protection information network (1)](https://blog.mesltd.ca/topic/child-protection-information-network)
- [content services (1)](https://blog.mesltd.ca/topic/content-services)
- [cost of document storage (1)](https://blog.mesltd.ca/topic/cost-of-document-storage)
- [cybersecurity (1)](https://blog.mesltd.ca/topic/cybersecurity)
- [data entry (1)](https://blog.mesltd.ca/topic/data-entry)
- [data hoarding (1)](https://blog.mesltd.ca/topic/data-hoarding)
- [data indexing (1)](https://blog.mesltd.ca/topic/data-indexing)
- [data loss (1)](https://blog.mesltd.ca/topic/data-loss)
- [data protection (1)](https://blog.mesltd.ca/topic/data-protection)
- [departmental scanners (1)](https://blog.mesltd.ca/topic/departmental-scanners)
- [digital destruction (1)](https://blog.mesltd.ca/topic/digital-destruction)
- [digital library (1)](https://blog.mesltd.ca/topic/digital-library)
- [digital office (1)](https://blog.mesltd.ca/topic/digital-office)
- [digital reel (1)](https://blog.mesltd.ca/topic/digital-reel)
- [document control (1)](https://blog.mesltd.ca/topic/document-control)
- [document imaging services (1)](https://blog.mesltd.ca/topic/document-imaging-services)
- [document management resources (1)](https://blog.mesltd.ca/topic/document-management-resources)
- [document solutions (1)](https://blog.mesltd.ca/topic/document-solutions)
- [e-forms software (1)](https://blog.mesltd.ca/topic/e-forms-software)
- [education (1)](https://blog.mesltd.ca/topic/education)
- [email retention (1)](https://blog.mesltd.ca/topic/email-retention)
- [enterprise document scanning (1)](https://blog.mesltd.ca/topic/enterprise-document-scanning)
- [future of microfilm (1)](https://blog.mesltd.ca/topic/future-of-microfilm)
- [future of micrographics (1)](https://blog.mesltd.ca/topic/future-of-micrographics)
- [hospital records management (1)](https://blog.mesltd.ca/topic/hospital-records-management)
- [how much paper do I have (1)](https://blog.mesltd.ca/topic/how-much-paper-do-i-have)
- [image verification (1)](https://blog.mesltd.ca/topic/image-verification)
- [information risk (1)](https://blog.mesltd.ca/topic/information-risk)
- [insurance (1)](https://blog.mesltd.ca/topic/insurance)
- [life after microfilm (1)](https://blog.mesltd.ca/topic/life-after-microfilm)
- [manufacturing (1)](https://blog.mesltd.ca/topic/manufacturing)
- [manufacuring (1)](https://blog.mesltd.ca/topic/manufacuring)
- [membership records (1)](https://blog.mesltd.ca/topic/membership-records)
- [mes hybrid document management syste (1)](https://blog.mesltd.ca/topic/mes-hybrid-document-management-syste)
- [microfilm alternatives (1)](https://blog.mesltd.ca/topic/microfilm-alternatives)
- [microfilm products (1)](https://blog.mesltd.ca/topic/microfilm-products)
- [microfilm reader printer (1)](https://blog.mesltd.ca/topic/microfilm-reader-printer)
- [microfilm replacement (1)](https://blog.mesltd.ca/topic/microfilm-replacement)
- [microfilm suppliers (1)](https://blog.mesltd.ca/topic/microfilm-suppliers)
- [microfilm toner (1)](https://blog.mesltd.ca/topic/microfilm-toner)
- [moving tips (1)](https://blog.mesltd.ca/topic/moving-tips)
- [network drive (1)](https://blog.mesltd.ca/topic/network-drive)
- [network scanner (1)](https://blog.mesltd.ca/topic/network-scanner)
- [network scanners Hamilton (1)](https://blog.mesltd.ca/topic/network-scanners-hamilton)
- [newspaper scanning (1)](https://blog.mesltd.ca/topic/newspaper-scanning)
- [on site scanning (1)](https://blog.mesltd.ca/topic/on-site-scanning)
- [on-site software (1)](https://blog.mesltd.ca/topic/on-site-software)
- [ontario library association (1)](https://blog.mesltd.ca/topic/ontario-library-association)
- [payroll (1)](https://blog.mesltd.ca/topic/payroll)
- [portable scanner (1)](https://blog.mesltd.ca/topic/portable-scanner)
- [process documentation (1)](https://blog.mesltd.ca/topic/process-documentation)
- [public scanning (1)](https://blog.mesltd.ca/topic/public-scanning)
- [questions about document scanning (1)](https://blog.mesltd.ca/topic/questions-about-document-scanning)
- [record scanning (1)](https://blog.mesltd.ca/topic/record-scanning)
- [records management laws (1)](https://blog.mesltd.ca/topic/records-management-laws)
- [remote access (1)](https://blog.mesltd.ca/topic/remote-access)
- [remote documents (1)](https://blog.mesltd.ca/topic/remote-documents)
- [resume screening (1)](https://blog.mesltd.ca/topic/resume-screening)
- [return on investment (1)](https://blog.mesltd.ca/topic/return-on-investment)
- [scanning patient files (1)](https://blog.mesltd.ca/topic/scanning-patient-files)
- [scanning services toronto (1)](https://blog.mesltd.ca/topic/scanning-services-toronto)
- [security (1)](https://blog.mesltd.ca/topic/security)
- [sharing documents (1)](https://blog.mesltd.ca/topic/sharing-documents)
- [shredding (1)](https://blog.mesltd.ca/topic/shredding)
- [spring cleaning (1)](https://blog.mesltd.ca/topic/spring-cleaning)
- [student information system (1)](https://blog.mesltd.ca/topic/student-information-system)
- [student records (1)](https://blog.mesltd.ca/topic/student-records)
- [time management (1)](https://blog.mesltd.ca/topic/time-management)
- [uman resources (1)](https://blog.mesltd.ca/topic/uman-resources)
- [version control (1)](https://blog.mesltd.ca/topic/version-control)
- [wireless network scanners (1)](https://blog.mesltd.ca/topic/wireless-network-scanners)
- [workplace security (1)](https://blog.mesltd.ca/topic/workplace-security)
- [zeta book scanner (1)](https://blog.mesltd.ca/topic/zeta-book-scanner)

[see all](https://blog.mesltd.ca/blog/2013/04/document-management-helps-zive-financial-improve-customer-service-save-money-reduce-space#)

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### Address

200 Amber Street  
Markham, ON L3R 3J8

Phone: 905-475-9263

Email: [info@mesltd.ca](mailto:info@mesltd.ca)

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