Case Study: Strategic Treasurer enhances secure client collaboration and saves time with ShareFile

Enhancing the value and ease of client collaboration for a financial services business

Strategic Treasurer, a financial services consultancy and outsourced treasury firm, needed a secure and easy way to share files and collaborate with clients and partner firms as document volumes grew. Their homegrown process was becoming difficult to scale, especially for large files, sensitive information, and cross-team collaboration. They chose ShareFile to support secure document exchange, client collaboration, and workflow management.

ShareFile gave Strategic Treasurer a single, secure platform with drag-and-drop file sharing, access controls, secure client archives, AI-powered document summarization, and embedded e-signatures. The results included faster decision-making, easier collaboration, and a more secure client environment; the company also reported that ShareFile’s integrated e-signature has saved at least 1,000 hours per year by eliminating paper-based approvals.

Strategic Treasurer

Craig Jeffery

Managing Partner