Case Study: HiVRs achieves secure, compliant file sharing and workflow automation with FileCloud

Enabling Secure File Sharing and Storage for Financial Workflow Automation

HiVRs is a workflow automation solution built for the financial services sector that powers Zovanti on top of Salesforce, serving roughly 200 businesses and about 60,000 end clients. HiVRs needed an all‑in‑one document management system that would integrate via APIs, support on‑premises/Australian data residency, provide hyper‑secure anywhere‑access and approval workflows, preserve metadata for Salesforce sync, and lower the high cost of storing documents in Salesforce — all to meet strict regulatory and compliance requirements.

HiVRs chose FileCloud, a 100% API‑driven, on‑prem/Australia‑hostable Content Collaboration Platform offering Zero Trust file sharing, encryption, granular permissions, SSO/2FA, and read‑only metadata. Integrated automation moved 1.2 million documents off Salesforce (cutting a $50k storage bill to a few thousand, ~95% savings), automated compliance workflows (Fee Disclosure/opt‑in), and reduced admin/compliance time by about 60%, while enabling secure, auditable client access and significant ROI for financial services customers.