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Case Study: Bridges Trust

Wealth management firm implements M-Files to reduce time spent seeking client data, protect that data, and streamline the flow of document storage.

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Bridges Trust is a privately-owned trust and wealth management firm providing comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments, foundations, business owners, and corporations.

As the firm analyzed its document management needs, three challenges emerged: compliance, digitization/archiving, and client records management. Four years ago, Bridges Trust began a beneficial journey with M-Files to implement a world-class platform that would reduce time spent seeking client data, protect that data, and streamline the flow of document storage.