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Built Into Our Systems: Levering Technology for Sustainability

Posted by Vanderbilt Financial Group on 3/11/19 11:07 AM

Leveraging Docupace Technology

At Vanderbilt Financial Group, we've made a name for ourselves in the industry as "The Sustainable Broker Dealer", one of a very few that is dedicated to making a positive impact on the world. We've built into our systems to leverage technology in an effort to make Vanderbilt a more impactful company and increase our sustainability efforts, whether that's through our solar panels and state-of-the-art utility systems in our LEED Certified Platinum Headquarters in Long Island or through the online, cloud based management systems our advisors employ in their practice everyday. 

Cloud-based digital operations platform, Docupace, recently created a case study on Vanderbilt Financial Group and our commitment to sustainability while maintaining high customer service. Download the study below to see how we've leveraged Docupace to provide painless advisor transitions, paperless client onboarding, and cloud-based document management all while staying true to our core values. 

 

Case Study: Vanderbilt Financial Group

 

Are you a financial advisor interested in leveraging the latest technology for your clients? Join us and learn more about how sustainable business practices can help you provide world class service.  

Topics: Financial Technology, sustainability, Business Building

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