Case Study: We Listen Financial achieves secure client document sharing with SideDrawer

We Listen Financial - Customer Case Study

We Listen Financial, a financial planning firm, faced challenges in securely managing and sharing sensitive client documents. Their previous method of using email and OneDrive links was insecure and created a frustrating client experience, especially as remote collaboration became the norm after COVID-19. They needed a robust document management infrastructure to protect client data and improve collaboration, which led them to seek a solution from SideDrawer.

By implementing SideDrawer's secure document sharing platform, We Listen Financial found a solution that was both secure and easy for their clients to use. The platform became central to all their processes, from client collaboration to internal accounting. The results were significant, with an estimated 60-70% of their client base adapting to the new system. SideDrawer provided a tangible product for their clients, enhanced operational flexibility, and was backed by excellent support, ultimately allowing the firm to build deeper, more secure relationships.

We Listen Financial

Jeff Stuart

Founder