Case Study: Matheson Financial Advisors achieves automated, intuitive document management in Office 365 with Iglu

Intelligent Document Management for Leading Financial Advisory Business

Matheson Financial Advisors, a small firm of financial advisers and paraplanners, faced a clunky, counter‑intuitive SharePoint Online setup that staff found hard to navigate, leading to low adoption, duplication and poor confidence. Needing tight integration with a new Microsoft Dynamics CRM and automated document workflows, Matheson engaged Iglu to rework their Office 365/SharePoint environment and deploy Oxygen Document Management.

Iglu implemented Oxygen Document Management for Office 365 & SharePoint Online, automating client document library creation, “smart” folder structures, dynamic links to customer records, middleware to sweep scanned files into the correct libraries, and Outlook/Office file‑save integration. The result was a single view of customer data and documents, faster and more accurate filing and retrieval, reduced duplication and manual steps, and improved team confidence and adoption — tangible operational efficiencies delivered by Iglu’s solution.

Matheson Financial Advisors