Case Study: Beaini Financial Solutions achieves paperless efficiency and simplified compliance with eFileCabinet

Beaini Financial Solutions - Customer Case Study

Beaini Financial Solutions, a Washington, D.C.–area wealth management and insurance firm, was struggling with paper-dependent workflows that slowed client service and threatened compliance. Dissatisfied with other options, founder Bassem Beaini sought a paperless back office and adopted eFileCabinet document management software to streamline operations and improve accessibility.

eFileCabinet delivered a cloud-enabled document management solution (including SecureDrawer) that required minimal training and allowed a five-person staff to securely access and share files remotely—during maternity leave and snow days—without security concerns. The firm reports daily use of SecureDrawer, faster audits and simplified SEC/FINRA compliance, measurable time savings, and more capacity to serve clients thanks to eFileCabinet.

Beaini Financial Solutions

Bassem Beaini

Founder