Case Study: Carson Group achieves secure, streamlined content management with Egnyte

Carson Group Centralizes Content Management for Stronger Collaboration and Governance

Carson Group, a financial services firm, was struggling with inconsistent document management platforms, inefficient file sharing, and governance challenges that slowed client onboarding and growth. To solve these issues, Carson Group turned to Egnyte and its Salesforce integration to create a more secure, unified content environment.

Egnyte helped Carson Group establish a single source of truth by connecting client documents directly to Salesforce, enabling secure sharing, better access controls, and easier collaboration across internal teams, clients, and partners. The result was faster onboarding, smoother M&A processes, less manual busywork, and improved efficiency and confidence in data governance, with some onboarding workflows that once took up to a week becoming much more streamlined.

Carson Group

Taylor Geist

Business Systems Manager