Financial advisory firms handle some of the most sensitive data in any industry — and fragmented file management doesn’t just slow teams down, it creates real compliance and security exposure. See how Carson Group replaced a tangle of disconnected platforms with a single source of truth, connecting Egnyte and Salesforce to streamline everything from client onboarding to M&A.

What you’ll take away:

• Why more tools doesn’t mean better governance. Learn how file duplication, access gaps, and onboarding errors compound when platforms don’t talk to each other.
• How to turn your CRM into a secure content hub. Carson’s advisors access client documents without leaving Salesforce — no attachments, no version confusion.
• What faster, safer M&A onboarding looks like. Governed deal rooms with time-limited access and upload alerts replaced weeks of manual back-and-forth.
• How consistent permissions scale as you grow. Folder-level controls mean any document added inherits the right permissions automatically — no manual cleanup required.