Case Study: a UK-based investment firm saves £350,000 with Oasis Group’s FileSmart

How a UK financial services firm saved £350,000 over 5 years with FileSmart

A UK-based investment firm faced significant challenges managing its vast repository of over 30 million sensitive records. Its existing system and a failed pilot with another vendor created security, accessibility, and compliance issues. The firm turned to Oasis Group and its FileSmart service to find a solution.

Oasis Group implemented FileSmart, which transformed the firm's existing Microsoft SharePoint into a tailored enterprise document management system. The solution provided an intuitive interface, seamless Outlook integration, and automatic metadata application. The results were substantial, including £350,000 in savings over five years, secure management of all 30 million records, and full regulatory compliance, all while reducing the IT burden.