Information management with a delicate touch
“The wealth management industry is a people business,” says Tim Waterton, VP of UK Business at M-Files. “Financial advisers look at the life events on a client journey and are focused on trying to deploy the right range of products at the right time. It’s a huge information challenge which often sees advisers needing to work across fragmented systems and struggle to get a single view of the client.”
Having originated in Finland, the M-Files core proposition focuses on delivering intelligent information management solutions to a diverse range of markets across the world. According to Waterton, what makes the business unique is its approach to how information is stored.