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Product News: M-Files for Outlook Pro! Boost the efficiency and accuracy of the filing process.

Amelia Dash

If you're spending a lot of time filing emails, M-Files for Outlook Pro can greatly improve both the efficiency and accuracy of the filing process! M-Files for Outlook Pro automates the filing of correspondence and other important emails for regulato…
- 20 Sep 2024

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New Case Study: With the help of M-Files, Valeo Financial Advisors was able to standardize client deliverables and maximize collaboration

Heidi Immonen-Isomäki

Located in Carmel, Indiana, Valeo focuses on its clients’ entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning, providing peace of mind that can only come from knowing all asp...
- 9 Aug 2023