Trustee Governance

Civica provides pension scheme trustees with a solution to their document storage, distribution and retrieval needs. The OCR (Optical Character Recognition) and FTR (Full Text Retrieval) capabilities allow stored documents (including scanned images) to be quickly searched for, based upon their content.  The document hierachy is created by adding folders and subfolders, enabling the design of a document structure with the familiarity of a Windows folder structure.  Civica Workflow assists with internal controls, including the distribution of key documents and the organization and follow up actions of trustee meetings.

Benefits:

• Increases efficiency and reduces workload.
• Eliminates the paper chase, reducing the need for costly printing and storage.
• Fast and easy searching and retrieval of documents.
• Secure online access to facilitate flexible working.
• Workflow processes ensure that key tasks are not missed and deadlines are adhered to.
• Increases accuracy as all trustee work is fully audited
• Efficient communication via contact management.