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M-Files News: The Critical Data Lessons We Learned During the COVID-19 Pandemic

M-Files Community

The still-ongoing COVID-19 pandemic has been a challenge for us all, to be sure — but it's also brought with it its fair share of lessons that will continue to be relevant and valuable long after everything has calmed down again. This is partic...
- 10 Nov 2021

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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