New Case Study: Syntal secures financial records and maintains audit readiness with M-Files

New Case Study: Syntal secures financial records and maintains audit readiness with M-Files

Syntal Capital Partners is a private wealth management company and has a high level of investment expertise across such industries as energy, real estate, technology, and consumer products.

Equipped with the ability to tag documents with the metadata-driven solution provided by M-Files, Syntal was able to quickly search for specific documents on behalf of their clients and almost instantly locate any information as it was needed. Syntal was also able to leverage metadata to effortlessly set access privileges for documents on behalf of different people and departments within the organization.

Highlights:

  • Documents protected from catastrophic loss
  • Metadata providing efficient organization for accessing information
  • Enhanced audit readiness

Partner: Strickland Solutions

Read the full story: Syntal Case Study