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M-Files News: Is your customers' personally identifiable information protected?

M-Files Community

When businesses process customer data, they are responsible for keeping it secure under Australia’s Privacy Act. If the information relates to anyone from Europe, the general data protection regulation (GDPR) also applies. Both regulations dema...
- 4 Nov 2022

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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