{"id":5702,"date":"2020-02-19T19:15:34","date_gmt":"2020-02-19T09:15:34","guid":{"rendered":"http:\/\/ipv.irj.mybluehost.me\/?page_id=5702"},"modified":"2023-10-17T15:06:50","modified_gmt":"2023-10-17T05:06:50","slug":"australian-leading-wealth-management-brand","status":"publish","type":"page","link":"https:\/\/www.zircodata.com\/au\/client-stories\/finance\/australian-leading-wealth-management-brand\/","title":{"rendered":"Australian Leading Wealth Management Brand"},"content":{"rendered":"

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White Paper |
\nFinance<\/a><\/p>\n

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\r\n\t\tCUSTOMER SUCCESS STORIES\r\n\t<\/h2><\/div>\r\n\t
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\r\n\t\tAustralian Leading Wealth Management Brand\r\n\t<\/h1>
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\r\n\t\tCHALLENGE\r\n\t<\/h2><\/div>[vc_separator color=”custom” style=”dotted” accent_color=”#ff5200″ css=”.vc_custom_1588232292278{margin-top: 0px !important;}”]<\/p>\n<\/div>[vc_column_text css=”.vc_custom_1613675476566{margin-top: 20px !important;}”]One of Australia’s leading wealth management brands recently announced that it would no longer be providing personal financial advice through authorised representatives. A large-scale project was required to digitise all customer records that were held across a number of financial practices across Australia in a limited two month timeframe.<\/p>\n

ZircoDATA was engaged to assist with the digitisation of these physical records. With the nature of the sensitive financial records and information held at the practices, this posed a challenge in removing files off-premise for scanning to effectively take place.<\/p>\n