NEPC is an independent, full-service investment consulting and advisory firm that provides research-driven investment solutions for institutional and private clients from its headquarters in Boston and other offices, including London.
In this video, NEPC shares how the firm transformed its information management with M-Files’ metadata-driven document management platform. By integrating M-Files with core client and portfolio data and Microsoft systems, NEPC streamlined document processes, improved operational efficiency, strengthened governance, and enhanced client service delivery.
Highlights:
- Automated 13,000 documents per month to eliminate manual processing
- Integrated M-Files with core client, portfolio, and Microsoft systems for seamless workflows
- Strengthened governance and enhanced client service delivery with a metadata-driven, context-first approach
"The testing that we've done with co-authoring, the seamlessness of being able to open a document, co-author it, close it down, that works really well."
- Devan Dewey, Chief Technology Officer, NEPC
Watch the video:
