Case Study: FM Financial (investment management firm) achieves productivity gains, intuitive UX, and seamless Office 365 & Salesforce integrations with NetDocuments (cloud document management)

FM Financial Finds Big Productivity Gains with NetDocuments

FM Financial, a faith‑based wealth management firm with over $560 million AUM and 35 users, needed to replace slow paper processes with a secure, cloud-based document management system that integrates with Office 365 and Salesforce. After evaluating multiple vendors, FM Financial selected NetDocuments and its platform (including ndMail, ndOffice and CollabSpaces) to meet strict security requirements and provide an intuitive, scalable DMS.

NetDocuments implemented a phased cloud rollout with deep Office 365 and Salesforce integrations, enabling automated document generation that Richard Morton says can cut tasks “from hours or days down to minutes.” The NetDocuments solution improved productivity and efficiencies, strengthened SEC‑level security for sensitive wills and trusts, and set the organization up to consolidate redundant tools while delivering an easier user experience for FM Financial’s team.

FM Financial

Richard Morton

Strategic Initiatives Analyst