Case Study: Monarch Investment and Management Group achieves secure mobile access, reduced email reliance, and tighter data control with Dropbox Business

Monarch Investment and Management Group - Customer Case Study

Monarch Investment & Management Group, a real estate company with nearly 1,000 employees across 15 states, faced productivity and security challenges from outdated document workflows. Asset managers on the road couldn’t reliably access floor plans, contracts, and financial spreadsheets, so the company relied on email and physical binders, and worried about controlling sensitive data when employees left.

Monarch deployed Dropbox Business to organize property files in shared folders, enable mobile access, and manage permissions with Groups, account transfer, remote wipe, and version history. The result: less email traffic, faster on-the-road productivity, stronger control over sensitive customer information, and easier recovery of deleted documents.

Monarch Investment and Management Group

Curtis Pottle

Analyst