Document Management

In meeting the needs of our financial services clients, Lattice Group has created document management systems that leverage our clients' existing Java/XSLT-based web content management system to create online publication libraries.  These library systems provides our clients with a centralized repository for client communication materials.

Centralized Document Repository

  • Forms,
  • Reporting and compliance materials, and
  • Customer service references. 

Communication Efficiency

Through this online library system, staff can:

  • Download and e-mail materials;
  • Request their printing and mailing; and
  • Update or revert versions as called for.

Contact us to learn more.