Transform Financial Services with a Metadata-Driven Document Platform

Give your firm a competitive edge by enforcing compliance while improving the efficiency and scalability of client support.

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Transform Financial Services with a Metadata-Driven Document Platform

Give your firm a competitive edge by enforcing compliance while improving the efficiency and scalability of client support.

Grow Client Books with Efficiency and Compliance

Increase assets under management and your share of wallet through world-class information management.

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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
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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
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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
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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

"The efficiency gains create more opportunities to spend consulting time with clients, which offers added value for them."

Boris Blaser
Owner
B&B Concept AG

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.

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Optimize your processes and reduce the risk of non-compliance

How Successful Financial Services Firms Use M-Files

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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.

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Customer Case Study

Future-proof your business by enabling secure access to documents and information while minimizing risk with M-Files.

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The M-Files Impact

Up to 270% return on investment with low cost of initial entry and fast time to value.

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.

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.