Case Study: Dewdney&Co becomes a secure client hub with SideDrawer

How SideDrawer has become a central hub for their practice

Dewdney&Co, a financial planning firm, faced significant challenges with its previous systems for sharing sensitive client documents. Relying on scattered, single-purpose platforms and unsecured email communication created operational bottlenecks and exposed the firm and its clients to high cybersecurity risks, especially concerning sensitive information like estate and death claim documents. Seeking a secure collaborative platform to mitigate these vulnerabilities, they partnered with SideDrawer.

By implementing SideDrawer's secure document-sharing platform, Dewdney&Co created a new, secure central hub for all client information. The solution streamlined their workflow, significantly reduced time spent on basic tasks, and provided a secure method for collaborating with clients and their external professionals. The implementation was straightforward, and the firm now mandates the platform's use for all new and existing client interactions, greatly enhancing security and operational efficiency. The team at Dewdney&Co also praised SideDrawer for its excellent customer support and intuitive, branded client experience.

Dewdney&Co

Christopher Dewdney

Founder