Official Partner company name
Umlaut Solutions

Country
Australia, United States, UK

Name & Job Title (of interviewee)
Shane Reid, Group Director & CEO – North America

How long have you been an M-Files partner?
We are a relatively new, but a happy partner of M-Files since 2023.

Why did you choose to become an M-Files Partner?
We chose to partner with M-Files because their innovative approach to information management perfectly complements our expertise in data capture, security, cleaning, and analysis. M-Files' robust GRC capabilities and seamless integration with various CRMs enhance our ability to deliver top-tier solutions to our clients in the Wealth Management industry. Their platform's flexibility and scalability were key factors in our decision.

Would you recommend joining the M-Files Partner Program, and why?
Absolutely. The M-Files Partner Program offers unparalleled support and resources that empower us to deliver exceptional value to our clients. Their commitment to innovation and continuous improvement ensures that we are always equipped with the latest tools and technologies. Additionally, the collaborative environment and comprehensive training provided by M-Files have significantly contributed to our success.

Do you target any specific industry or region? If so, which ones?
Yes, we specifically target regulated industries, with a focus on Wealth Management and Financial Services firms in North America, Australia and the UK. Our solutions are designed to meet the unique needs of this sector, ensuring compliance, enhancing data security, and optimizing operational efficiency.

What are the key/unique benefits you provide to customers?
Our customers benefit from our deep industry knowledge and expertise in data management. We offer a comprehensive suite of services, including data capture, security, cleaning, and analysis, that enhances their CRM and operational capabilities. With M-Files, we provide advanced GRC solutions, data privacy protection, and knowledge work automation, enabling our clients to achieve regulatory compliance and operational excellence. Our tailored solutions ensure that our clients can focus on their core business activities while we handle their data management needs.

What do you like most about M-Files?
What we appreciate most about M-Files is their commitment to innovation and their user-friendly platform. The intelligent information management system is incredibly flexible, allowing us to customize solutions to meet the specific needs of our clients. Additionally, the seamless integration with other systems and the strong focus on data security and compliance align perfectly with our mission to provide best-in-market solutions.

One last comment, fun story or quote:
My personal (cringe worthy) phrase is "Don't let yesterday's clouds cover today's sunshine."

But it encapsulates our philosophy at Umlaut Solutions: don't sweat the small stuff. We understand that we are not heart surgeons, and how we react to a problem truly determines our worth. Our ability to stay positive and focused, even in the face of challenges, is what sets us apart and drives our success.

About your company:
Umlaut Solutions is a leading provider of data management services tailored for the Wealth Management industry. We specialize in enhancing workflow, data management and security capabilities through data capture, security, cleaning, and analysis. Our partnership with M-Files strengthens our offerings in GRC, data privacy, and knowledge work automation. With a focus on compliance and operational efficiency, we help our clients achieve their business goals.

Visit us at www.umlautsolutions.com and connect with us on LinkedIn - https://www.linkedin.com/company/umlaut-it/ and Facebook