M-Files

Valeo Financial Advisors

Valeo prioritizes comprehensively addressing a client's financial situation, covering aspects such as insurance, taxes, cash flow, educational funding, retirement, and estate planning. To tell the M-Files success story, we worked with the Valeo team to create a case study video that presented their challenges before implementing the M-Files Platform and the successes and financial savings they have realized. Interviews with their executive team and individual team members provided both the high level view as well as the day-to-day user experience.