Transform Financial Services with a Metadata-Driven Document Platform
Connect your Generative Artificial Intelligence (GenAI) to all your data sources today, gain better results, and take your business to new heights!
Grow Client Books with Efficiency and Compliance
Increase assets under management and your share of wallet through world-class information management.
Make information easy to find and automate routine tasks
- Improve work quality as master record data is consistently applied into all business documents and client deliverables
- Get more from current systems like Salesforce and Teams with integration to the latest client and investment information
- Enhance client service with a responsive staff that always quickly finds the right files, accounts, and reports
- Manage client books through teams when multiple users working from anywhere can access common suitability and investment data
Reduce business risk and ensure compliance
- Reduce risk by minimizing error-prone manual data entry and storage decisions while improving security and auditability
- Prevent data leaks through controls that make information visible only to those in the right role, level and account assignment
- Streamline audit cycles by making information easily accessible and provide proof of proper oversight procedures
- Automate controls to ensure your firm’s processes comply with SEC and GDPR regulations
Improve customer service with collaborative workspaces
- Share with confidence across service teams no matter where documents are stored
- Capitalize on investment windows by communicating and collaborating across teams and with clients in real-time
- Implement a “single source of truth” by ensuring advisors and clients are working from the correct document
- Accelerate new client or product onboarding through immediate document availability for review, approval and signatures between firm and client
Realize >200% return on your firm’s investment
- Automate your unique processes so you can handle larger and more diverse client books without adding staff
- Leverage current investments by making client and investment documents visible and accessible through CRM and collaboration tools
- Reduce risk with compliance tools that allow you to spend less time on audits and avoid costly penalties with the SEC and GDPR
Financial Services Leaders Endorse the M-Files Advantage
Make the most of your client information and manage it efficiently.
For almost two decades, M-Files has delivered information management solutions and accumulated a wealth of expertise around industry-specific best practices. Our Client Information Management solution covers the business processes and data governance related to the management of clients, client engagements, and client confidential information. While our solution forms the foundations based on best practices, the final solutions can always be tailored to the unique requirements of your business.
Work Smarter with M-Files
Boost Productivity
Organize client information for quick discovery and reuse in different contexts and roles.
Improve Quality and Consistency
Support client engagement delivery with workflows, document templates, and version control.
Enforce Client Confidentiality
Simplify confidential client data governance with automated permissions and built-in process controls.
Improve Client Satisfaction
Provide a superior client experience with seamless exchange of data and a collaborative workspace.
How Successful Financial Services Firms Use M-Files
Case Study: Crowe UK
Find out why Crowe UK chose to implement M-Files for fully connected content, an intuitive user experience, and intelligent workflow automation.
Case Study: Valeo Financial Advisors
Find out how financial advisors at Valeo use M-Files to manage their client documents ensuring easy collaboration and version control across all content.
Trusted By Over 5,000 Companies Worldwide
The M-Files Impact
Up to 294% return on investment with low cost of initial entry and fast time to value.
Improve Customer Service
When team members can quickly find the information they need and have their role tasks automated, they can create on stronger client interactions.
Grow Your Client Roster
Spend more time on difference-makers – pitching new business, client relationships, expert reviews – with the right data at your fingertips.
Reduce Business Risks
Spend less time tracking and reporting security compliance and protect sensitive data through role-based permission controls.
Build Client Trust and Satisfaction
Give customers a better engagement experience through secure real-time portals that increase transparency and accelerate turnaround.
Upgrade Deliverables Quality
Work quality goes up when errors from usage of incorrect data are eliminated and reviews are automatically routed to your firm’s experts.
Faster, Simpler Implementation
Eliminate the disruption of data migration and get more productive faster in clicks, not code.
Featured Resources
See M-Files In Action
Seeing is believing. Schedule a demo to learn more about simplified search, automatic workflows, intuitive user interfaces, and built-in integrations with existing applications and file systems.
