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Necessary Evil or Productivity Powerhouse? How to Harness the Full Value of Email

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Like it or not, email is a primary component of modern work. In fact, many people in the financial services industry could say, "I live in my inbox."

While email helps us communicate, keep track of important tasks, and collaborate, it can also be a major distraction. Overflowing or disorganized inboxes can quickly become cause for confusion, frustration, and even (cringe) risky behavior.

How do you get the most value from email without falling prey to its pitfalls?

For starters, you don’t have to start from scratch. Believe it or not, you can give your productivity and email security a major boost without nixing the structure you’ve already created (and the investment you’ve already made). We’ll show you how.

It’s Not Your Email, It’s How You Manage It

The truth is, unless everyone on your team is hyper-organized, you need more than a basic inbox to keep work moving forward. You need a set of tools that help your team increase productivity, maintain security and compliance, and fully harness the power of email.

That’s where an email management system (EMS) can help.

What is an EMS?

An EMS built for professional services allows you to secure and file client communications without leaving your inbox. That means you can stay focused on the tasks at hand and help protect your company’s sensitive data.

An EMS like ndMail from NetDocuments can help your team streamline workflows with AI-powered predictive filing — which then makes it much easier to build complete client files and keep everyone up-to-date. Anywhere access to the system ensures your team can securely find what they need, whether they’re in the office or working remotely, on desktop or mobile.

See how modern email management can help your organization make inboxes more impactful. Download The Definitive Guide to Email Management for Financial Services!

Getting the Most Out of Email

As a top 20 firm of Chartered Accountants and Registered Fiduciaries, Saffery Champness handles thousands of documents and emails each day while assisting clients with their accounting and financial reporting needs.

Adding NetDocuments for document management and ndMail for email management has given the company a serious productivity boost:

“With NetDocuments, staff are still able to use the applications they are used
to, such as Outlook, and further regain control of their inboxes,” explains Julie Berry, IT Partner at Saffery Champness. “NetDocuments has helped streamline work and increase productivity across the whole business.”

What’s one of the biggest benefits of using both systems together? Fewer emails to manage.

“We now have the ability to share documents through secure links, which reduces email traffic and gives us and our clients peace of mind knowing what we share is 100% secure,” Berry adds.

If you’d like to learn how NetDocuments and ndMail can help your organization harness the full power of email — including how to select and implement the right EMS for your team — download The Definitive Guide to Email Management for Financial Services.