You don’t need more tools. You need to get more value from the information and technology you already have.
Financial institutions have relied on Microsoft tools for decades. Yet, critical information often remains scattered across SharePoint, Teams, emails, and network drives, from client records and compliance documents to agreements and correspondence.
Forward-thinking organizations are no longer asking, “What can AI do for me?” but rather, “What can AI do for us?” At this stage, the quality and context of information make all the difference.
In this webinar, discover how M-Files, combined with Microsoft 365, organizes information based on its business context rather than where it is stored. The result? A trusted information foundation that supports AI, compliance, and better client service.
What You’ll Learn
- Move toward collaborative, high-performing AI: Discover what sets “Frontier Firms” apart and why organization-wide AI adoption depends on trusted, governed, and contextualized information.
- Maximize your Microsoft 365 investment: Learn how to get more value from Outlook, Teams, and Copilot with M-Files, without disrupting existing workflows.
- Strengthen compliance and reduce risks: Explore how dynamic permissions, version control, and automated audit trails support better information governance.
- Achieve measurable results: Explore real-world examples from wealth management, insurance, and accounting, including a firm that reduced document search time by 90%.
When?
Tuesday November 24, 2026 | 1 PM – 2 PM (ET)