Valeo, an independent, fee-only financial advisory firm, offers comprehensive financial planning that covers insurance, taxes, cash flow, educational funding, retirement, and estate planning. To improve efficiency, Valeo implemented M-Files software, transforming how their team organizes and accesses customer files.
Before M-Files, managing a growing volume of client documents was challenging. Inefficient folder structures made it difficult to quickly find key records, slowing workflows and impacting client service.
M-Files streamlined Valeo’s document management with intelligent organization and quick access to client information, improving efficiency and collaboration. The system helped team members easily locate important documents, saving time and reducing errors.
To showcase the success, Valeo created a case study video with us, featuring interviews from their executive team and staff, highlighting both the strategic and day-to-day benefits of M-Files. This implementation has enhanced operational efficiency and allowed Valeo to better serve their clients.