Case Studies - EN

Case Study: Bridges Trust

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CASE STUDY Wealth management firm discovers a wealth of benefits from intelligent information platform Located in Nebraska, Bridges Trust is a privately-owned trust and wealth management firm providing comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments, foundations, business owners, and corporations. With 65 professionals on staff, the firm helps clients develop and implement innovative and effective strategies to preserve and maximize wealth and giving across generations. HIGHLIGHTS 90% reduction of document search time Compliance assurance Seamless document management Company Bridges Trust Industry Wealth and Trust Management, Financial Services Location United States

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