Case Study: TvH Financial streamlines secure client onboarding with SideDrawer

Staying Ahead of the Curve with Jim Lao and TvH Financial

TvH Financial, a financial and retirement planning firm, sought a more efficient and secure method for collaborating with clients on sensitive documents. Their previous processes, involving email and Microsoft Sharepoint, were cumbersome and posed security risks. Jim Lao and his team struggled with administrative burdens and found it difficult to collect the necessary information from clients, which was hindering their ability to provide a streamlined client experience.

SideDrawer provided its secure document exchange platform to address these challenges. The solution enabled TvH to easily send secure Info Requests, allowing clients to upload documents directly through a branded portal, including via a mobile app. This resulted in significant efficiency gains, especially in client onboarding, and strengthened client trust through SideDrawer's bank-grade security and compliance features. The platform also reduced the administrative workload for Jim's team and improved the overall client collaboration experience.

TvH Financial