Case Study: Bridges Trust (wealth management firm) achieves faster document search, stronger compliance and $25K/month savings with M-Files

Case Study: Bridges Trust

Bridges Trust is a Nebraska-based private wealth and trust management firm serving 700+ client relationships with a 65-person team. The company struggled with compliance, chaotic client records and multiple document archives—forcing staff to spend up to 10–20 minutes hunting for files and creating risks around regulatory proof and data integrity.

Bridges implemented the M-Files metadata-driven information platform to consolidate archives, automate workflows and integrate with Salesforce, bringing single-point data entry and stronger controls. The result: greatly faster search (about a 90% reduction from 10–20 minutes to 1–2 minutes), improved compliance and auditability, 90% employee satisfaction with the new system, 100+ locations updated and an estimated $25,000 saved per month.

Bridges Trust

Alex Siefert

Applications Manager