National Underwriters Showcases Cabinet NG in New Book
''Tools & Techniques of Practice Management''
Cabinet NG touted as "robust", and "easy to use" document management system
December 20, 2004 - Athens, Alabama - Cabinet NG, Inc., today announced that its document management system, Cabinet NG, is featured in a new book published by National Underwriters, Tools & Techniques of Practice Management. The book is expected to become the definitive practice management guide to help certified financial planners run their businesses more effectively.
According to the book's authors, "For a robust document management system, Cabinet NG is user friendly. Because the filing conventions parallel those of the paper world, they are easy to grasp. With Cabinet NG, users can file and manage all of their documents and images in one place. In fact, it is often possible to actually create documents from right within the program. Cabinet NG makes it easy share information among employees and expedites workflows while controlling and auditing the process every step of the way."
"This book is a great start for those learning about practice management and a great reference for those already in the financial planning business. It is particularly useful in understanding firms' technology options for effectively managing the growth and complexity of their files and be in compliance with emerging regulatory requirements," said Andrew Bailey, President of Cabinet NG. "Cabinet NG is designed to make the document management process an intuitive, streamlined business process that boosts business performance. We take great pride in Cabinet NG's prominent place in this book."
Tools & Techniques of Practice Management details the steps needed to run a business smoothly and effectively. David Drucker, MBA, CFP(R) and Joel Bruckenstein, CFP(R), CFS, CMFC, experts in practice management and technology, bridge their ideas in a comprehensive guide on building a successful practice, the advantages of practice management software and hardware, increasing services and reaching new clients through market share and credibility analyses, tailoring services to meet market demands and creating a competitive and profitable fee structure.
About Cabinet NG
Cabinet NG, Inc. is the industry's only automated filing solution that begins filing as you begin typing. With over ten years experience in the document management business, Cabinet NG has become a leading digital document filing solution for the medical, financial, insurance, and other professional services industries. Cabinet NG's Shared Access Filing Environment (CNG-SAFE) helps companies manage large volumes of documents, optimize workflow, enforce privacy and improve efficiency while preserving their established processes. The company is privately held with headquarters in Athens, Alabama. For more information, please visit www.cabinetng.com
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