FileTrail Records Management
About FileTrail Records Management
FileTrail Records Management Pricing
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Most Helpful Reviews for FileTrail Records Management
1 Review
Stephen
Banking, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2021
The Iconic FileTrail Records Management System
- FileTrail has improved the companies file SLA which in turn has enabled us improve customer experience and maintaining a great brand image. -Increased staff efficiency and effectiveness resulting from eased record and access and retrieval. -Improved reporting and ease of accountability for records with our custody.
PROS-The ability of the system to adopt the companies record classification scheme was quite astonishing, all company departments and sub-units were catered for which enabled proper file indexing archiving. -Ability to store and track individual customer files with great ease is a big relief for the organization. Retrieval of customer files SLA dropped from 5 days to 5 minutes with the support of the FileTrail Physical Document Management System. -The system has enabled capabilities to manage retention and disposal of records as per their life cycle, abilities to trigger notifications for records due for disposal is a big plus and a great tool for records management professionals like me.
CONS-Integration with core banking systems should be made easy with zero risk to customer information.
Reason for choosing FileTrail Records Management
FileTrail seemed to better system on a cost to benefit analysis. The UI and interface was pleasing to the eye and easy to adopt and use.
Vendor Response
Hi Stephen, Thank you so much for taking the time to write this review. We're happy to hear that FileTrail has made it easier for your organization to track and manage records. We will take your feedback into consideration. In the meantime, please don't hesitate to contact your Customer Success Manager with any questions, comments or concerns.
Replied August 2021