Customer Success Story
Financial File Management, Redefined: Efficiency, Security & Collaboration in One Solution
- Industry
Banking
- Storage
SharePoint
Overview
Managing documents across Salesforce and SharePoint was a major hurdle for this financial institution. This included version control issues, manual uploads, and access control problems. With over 250 sites and recurring API token expirations, operations were slowed, and security was at risk.
An Australia-based accounting and financial management company was using Salesforce for all their file management needs. From client agreements to invoices and tax plans, this customer was entirely dependent on Salesforce storage to manage and locate all their files. As their users grew, so did the files in the Org.
XfilesPro streamlined the workflow by automating folder structures, syncing access controls, improving security, saving time, and reducing operational risks.
To know how they achieved these results, download the full case study.
