For years, Richard Morton, a Strategic Initiatives Analyst at FM Financial, sat outside the central records room where his company housed paper files and would see administrators go in and come back out hours later after trying to find a misplaced file.
FM Financial offers estate planning, investment management, legacy strategies, and more. The company is entrusted by stakeholders to ensure the integrity and compliance of their valuable sensitive information under strict SEC guidelines. Richard knew he wanted to implement an efficient document management system (DMS) and collaboration platform at FM Financial to increase productivity in their workplace.
"With NetDocuments, there are opportunities in the document creation process to rethink what used to take hours or days and cut that down to minutes. Our teams can collect data in Salesforce, push a button, and automatically generate the document(s) they need."
In this case study, learn how FM Financial improved efficiencies and overall productivity gains while maximizing their return on investment with:
- Robust security safeguarding sensitive documents
- Seamless integrations with familiar applications for their users, including Office 365 and Salesforce
- User adoption with a highly optimized and intuitive user experience