This U.S.-based family office provides a variety of financial services for a high-net-worth family. With offices across the globe, the firm also handles legal matters, as well as taxation services and investment management for the family.
Although the company serves a singular client, the sheer number of transactions, tax documents, and communications yields lots of data—data that has to be stored securely, searched easily, and captured automatically to improve process efficiency.
Highlights:
- Workflow Automation Reduces Manual Tasks by 75%
- End-to-end Knowledge Work Automation Platform Eliminates Information Chaos
- Facilitating Transition to a Work from Anywhere Office
"I'm a huge fan of M-Files. I love to see the constant improvements, features and iterations that M-Files is putting into their product. I would highly recommend this solution—it's very flexible and easy to use."
- IT Director, Family Office
Read the full story here: Family Office – Anonymous
