DOCUVAULT Archives - Bigworks https://bigworks.co/tag/docuvault/ Tue, 22 Aug 2023 09:17:45 +0000 en hourly 1 https://wordpress.org/?v=6.2.2 https://bigworks.co/wp-content/uploads/2023/05/cropped-photo-32x32.jpg DOCUVAULT Archives - Bigworks https://bigworks.co/tag/docuvault/ 32 32 DocuVault facilitates seamless and secure file sharing for Plum Street Advisors https://bigworks.co/docuvault-facilitates-seamless-and-secure-file-sharing-for-plum-street-advisors/ Mon, 21 Aug 2023 07:23:27 +0000 https://bigworks.co/?p=16298 Great, simple, streamlined product, DocuVault serves all of our needs in sharing files securely with clients and prospects. The interface is easy to use and seamless in its function. Nothing fancy, it just gets the job done well at the right price point. And with a little customization from the great team at Bigworks, we’ve […]

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]]> Docuvault makes storing and sharing data easy for Blumark Financial Advisors https://bigworks.co/docuvault-makes-storing-and-sharing-data-easy-for-blumark-financial-advisors/ Mon, 13 Feb 2023 11:16:24 +0000 https://bigworks.co/?p=15814 Docuvault makes storing and sharing data easy for Blumark Financial Advisors Blumark financial advisors are a financial advisory practice operated by Ameriprise Financial Services. Blumark helps customers meet their financial goals primarily focusing on retirement planning, tax planning and wealth preservation. They use a collaborative approach with the customer, sitting down with them to understand […]

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]]> Docuvault offers a spot-on file management solution for Caspian. https://bigworks.co/salesforce-case-studies-bigworks-for-caspian/ Wed, 20 Apr 2022 14:37:58 +0000 https://bigworks.co/?p=14996 DocuVault Offers Spot-On File Management Solution for Caspian  A registered Investment Adviser with SEBI, Caspian invests equity and debt capital in socially responsible, high-quality enterprises in India, to generate social and/or environmental impact combined with a competitive financial return. With a track record of making investments and supporting some of the best-known social impact enterprises, they look […]

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]]> Y-Axis operates seamlessly with Docuvault’s fitting Document management services https://bigworks.co/salesforce-case-studies-bigworks-for-y-axis/ Wed, 15 Dec 2021 05:58:22 +0000 https://bigworks.co/staging/?p=6883 With DocuVault, we moved all the Files in Salesforce from SF to AWS S3 storage, which is easy to use and simple to configure. Its real-time integration with SF and all-time access to files despite being stored in other databases are what made DocuVault stand out for us over the other products we considered – […]

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