Case Study: Plancorp improves document search and secure client access with Worldox Cloud

Plancorp boosts document search for 47 staff with Worldox Cloud

Plancorp, a wealth management firm, faced the challenge of migrating from their existing systems to a more robust, cloud-based document management system with Salesforce integration. They needed improved search capabilities and a more efficient, secure way to organize documents while adhering to strict financial compliance standards. They selected World Software Corporation (Worldox) and its Worldox Cloud product to address this.

World Software Corporation implemented Worldox Cloud with direct integration to Salesforce, provided by their partner Trumpet. The solution exponentially increased Plancorp's ability to find documents quickly and provided a single point of access for client data. The secure, flexible, and expandable system allowed Plancorp's advisors to focus on client service rather than IT infrastructure, with the knowledge their data was protected in a hardened data center.

Plancorp