Case Study: Plancorp improves document search and client service with World Software Corporation (Worldox) Cloud

Plancorp’s Seamless Migration to Worldox Cloud with Salesforce Integration Results in a Simple and Secure Transition

Plancorp, a Registered Investment Advisor, needed a more robust cloud document management system with stronger search, security, and Salesforce integration than SharePoint could provide. Working with World Software Corporation (Worldox), the firm sought a way to better organize client, compliance, marketing, and policy documents while meeting strict financial compliance and confidentiality requirements.

World Software Corporation (Worldox) implemented Worldox Cloud with direct Salesforce integration provided by Trumpet, along with seamless Microsoft Office and Adobe Reader support. The solution dramatically improved document retrieval, gave advisors a single point of access to client data, and enabled a smooth, gradual migration without disrupting service; Plancorp also benefited from stronger security, business continuity, and the ability to focus more on clients than IT infrastructure.

Plancorp

Dr. Bob Tucker

Vice President, Wealth Manager, Plancorp