Stephen Meyer

We have taken on a project to create a custom document tracking system for a mid west brokerage firm. We have made great progress on both the development and the painful task of scanning existing documents. On a go-forward basis we will automatically generate and archive documents before being sent to customers and manage the documents pending customer signature. A few additional features keep track of missing required documents and documents aging/expiring. We do allow non-scanned… Show more

We have taken on a project to create a custom document tracking system for a mid west brokerage firm. We have made great progress on both the development and the painful task of scanning existing documents. On a go-forward basis we will automatically generate and archive documents before being sent to customers and manage the documents pending customer signature. A few additional features keep track of missing required documents and documents aging/expiring. We do allow non-scanned documents to be added to the customer account folders as well as many customers send correspondence via e-mail with documents attached. Show less

e-Notify is a service we created to help Chiropractic clinics electronically remind patients of upcoming appointments, send out periodic reminders that the patients have not been in the clinic for x number of days, send birthday cards. We support e-mail, SMS and text to voice notifications with full patient response tracking. The e-Notify service properly implemented can easily provide a 10x ROI on a monthly basis. We are currently looking to add independent sales representatives (commission… Show more

e-Notify is a service we created to help Chiropractic clinics electronically remind patients of upcoming appointments, send out periodic reminders that the patients have not been in the clinic for x number of days, send birthday cards. We support e-mail, SMS and text to voice notifications with full patient response tracking. The e-Notify service properly implemented can easily provide a 10x ROI on a monthly basis. We are currently looking to add independent sales representatives (commission based only) for this service. Show less

We have developed and have for sale an enterprise scaleable information automation platform. The platform runs on Microsoft based solutions but can reach out to a wide variety of services with an emphasis on information security, data encryption, B2B, B2C and C2B communications. Customers use AutoFrame for information reporting, critical systems integrations, data conversions, database to database transmissions etc... See our website for more details and also to request a demo.… Show more

We have developed and have for sale an enterprise scaleable information automation platform. The platform runs on Microsoft based solutions but can reach out to a wide variety of services with an emphasis on information security, data encryption, B2B, B2C and C2B communications. Customers use AutoFrame for information reporting, critical systems integrations, data conversions, database to database transmissions etc... See our website for more details and also to request a demo. www.xframe.us Show less

This application was designed to help a midwest brokerage firm owned by over one hundred partners manage individual company ownership. Each partner can now see all historical income and expenses, account balances on a daily basis and view scanned federal partner K1 documents via web portal.

This application saves hundreds of human hours per year and takes minutes to update monthly.