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SideDrawer Connector
Collaborative Digital Vault
- Industries
- Horizontal Product
- Business Need
- CollaborationDocument Management
- Requires
- None
Securely engage with your clients. Exchange the most sensitive documents with your internal users, clients, your clients' family members and their 3rd party Professionals.
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Excellent product
Sidedrawer is an excellent product. Very popular in the industry. Known for its ease of use and relevance to the financial services industry.
Great Team, Better Product!
SideDrawer helped us accomplish the goal of having our client data streamlined into our client folders without the need for human intervention. The time saved from implementing SideDrawer acted as a catalyst for further operational improvements and the product keeps getting better. Along with the excellent product, the team is always communicating with the community of users to look for product improvements. As a result, we get to join a community of interested parties that are forward-looking in ways to improve the client experience around document management. I could not recommend the team/product enough and look forward to the updates the team is building.