Review Detail

Search applications are powerful tools to help back office and advisor-facing service teams quickly find the information they are looking for. However, the universe of available documents to search might be limited if the firm is not using optical character recognition (OCR) on all of the documents they scan.

OCR will convert an image-only PDF file into a file with full-text overlay "hidden" beneath the image. This allows the desktop search applications to look inside the PDF files and index all of the words it recognizes.

So if advisors adopt the use of desktop search, they also must adopt the use of OCR on 100% of scanned documents.