Instantly access client and job files without worrying that they might get duplicated or lost.
Every client means loads of documents — proposals, agreements, Know Your Client documentation, reports, orders, correspondence. When all of them are saved in different places as multiple versions, it’s a challenge for your staff to find the information they need to do their job. And it’s worrying for your customers to know their information is being mismanaged.
We have the solution.
We help companies manage client documents and automate key client processes.
We eliminate service line siloes and give you a single point of access where all information about clients is organized, safely stored, and accessed. With just a click, you can view the entire client relationship and everything you need to add more value.
With M-Files, you can standardize critical customer touch points like onboarding, KYC procedures, and contract management. Automation and consistency reduce errors and wait times, so you can reassign resources to serve your customers.
Your customers' data is protected by encryption and flexible access permissions. And by tracking what happens to documents at all stages, we enable you to prove you're following the right processes to protect your reputation.
Customer expectations have changed dramatically: customers demand seamless, convenient, and affordable services that are enabled by sophisticated and user-friendly technology. Find out four ways M-Files contributes to a positive customer experience.
From first draft to archiving, every stage can be managed with workflows and tracked for future audits.
Keep projects on track and ensure things get done by the right person at the right time.
We help companies worldwide with document management
M-Files works well with most popular tools, to make sure all client documents are accessible and managed.
Make sure no important piece of client correspondence is left in an inbox for no one to find.
With one click, save emails and attachments to M-Files for long-term retention.
Connect information about your clients with related agreements, project documents, and more.
If you want to dedicate more resources to serving customers, you need to enable your staff to find information quickly and easily. Folders are no help.
In this eBook, we detail specific business benefits that can be achieved by implementing M-Files as an information management solution.