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M-Files News: The Key to Successful Business Consulting Projects is Information Management

Kandace Hawley

The professional services industry has transformed significantly in the past decade. Digital disruptions, increased competition, and changing market demands are forcing firms to change the way they operate and ser…
- 15 Apr 2020

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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