Like any financial services provider, maintaining the confidentiality of critical financial information was a major concern for our customer as well. They needed to ensure that none of the documents fell into unauthorized teams and users.

On top of this, they wanted to enhance the overall document management experience in Salesforce with the convenience of external integration, automated document migration, folder structure creation, etc. 

If you’re curious to discover how the financial services company achieved all these requirements with XfilesPro, read the success story.