Financial Services Company Simplifies Document Management with Custom SharePoint Solution Client Business Description A New York-based financial services firm works with high -net-worth individuals in multiple countries on their retirement and brokerage accounts. Clients work with the firm because of its reputation to help customers grow and secure their investments. Their focus on security drove the company to enhance their clients' documents and account information security. The company shifted to remote working because of COVID. Customers needed to know that remote work did not affect the level of quality service and security they needed for their finances. Case Study Challenges The firm needed help in storing and securing their data as well as sharing it with thei

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