Case Study: Arca Fondi SGR achieves dramatic time savings and streamlined, secure board meetings with Sherpany

Arca Fondi SGR - Customer Case Study

Arca Fondi SGR, a leading Italian asset manager with thirty years’ experience, needed to modernise its board and leadership meetings by streamlining the management, storage and searchability of essential documents. After an earlier virtual data room left participants printing and using multiple tools, Arca Fondi SGR chose Sherpany in July 2021 as a secure, centralised meeting and document-management platform to digitise in-meeting materials and simplify preparation.

Sherpany provided a single application for agenda-linked document distribution, selective access controls (watermarking, non-printable confidential materials) and a searchable digital archive. The solution made materials available 4–5 days before meetings, reduced versioning errors, improved security and sped up preparation—after an initial 50% time saving from paper-to-digital, Sherpany halved the remaining time waste—delivering faster, more efficient board meetings for Arca Fondi SGR.

Arca Fondi SGR