For almost two decades, M-Files has delivered information management solutions and accumulated a wealth of expertise around industry-specific best practices. Our Client Information Management solution covers the business processes and data governance related to the management of clients, client engagements, and client confidential information. While our solution forms the foundations based on best practices, the final solutions can always be tailored to the unique requirements of your business.
Organize client information for quick discovery and reuse in different contexts and roles.
Support client engagement delivery with workflows, document templates, and version control.
Simplify confidential client data governance with automated permissions and built-in process controls.
Provide a superior client experience with seamless exchange of data and a collaborative workspace.
Find out why Crowe UK chose to implement M-Files for fully connected content, an intuitive user experience, and intelligent workflow automation.
Get up to 270% return on investment with low cost of initial entry and fast time to value.
When team members can quickly find the information they need and have their role tasks automated, they can create on stronger client interactions.
Spend more time on difference-makers – pitching new business, client relationships, expert reviews – with the right data at your fingertips.
Spend less time tracking and reporting SEC and GDPR compliance and protect sensitive data through role-based permission controls.
Give customers a better engagement experience through secure real-time portals that increase transparency and accelerate turnaround.
Work quality goes up when errors from usage of incorrect data are eliminated and reviews are automatically routed to your firm’s experts.
Eliminate the disruption of data migration and get more productive faster in clicks, not code.
Seeing is believing. Schedule a demo to learn how to give your wealth management firm a competitive edge by automating processes, enforcing information control and improving the client experience.