Want to learn how other customers are using M-Files? Read the case study.
Bridges Investment Management is a privately-owned trust and wealth management firm providing comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments, foundations, business owners, and corporations.
As the firm analyzed its document management needs, three challenges emerged: compliance, digitization/archiving, and client records management. Four years ago, Bridges Investment Management began a beneficial journey with M-Files to implement a world-class platform that would reduce time spent seeking client data, protect that data, and streamline the flow of document storage.
Highlights:
- Compliance assurance
- Seamless document management
- Reduction of document search time by 90%
Read the case study to learn more: Bridges Investment Management Case Study
