{"id":16298,"date":"2023-08-21T07:23:27","date_gmt":"2023-08-21T07:23:27","guid":{"rendered":"https:\/\/bigworks.co\/?p=16298"},"modified":"2023-08-22T09:17:45","modified_gmt":"2023-08-22T09:17:45","slug":"docuvault-facilitates-seamless-and-secure-file-sharing-for-plum-street-advisors","status":"publish","type":"post","link":"https:\/\/bigworks.co\/docuvault-facilitates-seamless-and-secure-file-sharing-for-plum-street-advisors\/","title":{"rendered":"DocuVault facilitates seamless and secure file sharing for Plum Street Advisors"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"16298\" class=\"elementor elementor-16298\" data-elementor-settings=\"[]\">\n\t\t\t\t\t\t\t<div class=\"elementor-section-wrap\">\n\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-b123dff elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"b123dff\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-d886a52\" data-id=\"d886a52\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-035776d elementor-widget elementor-widget-text-editor\" data-id=\"035776d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.5.6 - 28-02-2022 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#818a91;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#818a91;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p>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&#8217;ve turned it into a customised platform that we&#8217;re proud to share with potential clients.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bf8170c elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"bf8170c\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.5.6 - 28-02-2022 *\/\n.elementor-widget-divider{--divider-border-style:none;--divider-border-width:1px;--divider-color:#2c2c2c;--divider-icon-size:20px;--divider-element-spacing:10px;--divider-pattern-height:24px;--divider-pattern-size:20px;--divider-pattern-url:none;--divider-pattern-repeat:repeat-x}.elementor-widget-divider .elementor-divider{display:-webkit-box;display:-ms-flexbox;display:flex}.elementor-widget-divider .elementor-divider__text{font-size:15px;line-height:1;max-width:95%}.elementor-widget-divider .elementor-divider__element{margin:0 var(--divider-element-spacing);-ms-flex-negative:0;flex-shrink:0}.elementor-widget-divider .elementor-icon{font-size:var(--divider-icon-size)}.elementor-widget-divider .elementor-divider-separator{display:-webkit-box;display:-ms-flexbox;display:flex;margin:0;direction:ltr}.elementor-widget-divider--view-line_icon .elementor-divider-separator,.elementor-widget-divider--view-line_text .elementor-divider-separator{-webkit-box-align:center;-ms-flex-align:center;align-items:center}.elementor-widget-divider--view-line_icon .elementor-divider-separator:after,.elementor-widget-divider--view-line_icon .elementor-divider-separator:before,.elementor-widget-divider--view-line_text .elementor-divider-separator:after,.elementor-widget-divider--view-line_text .elementor-divider-separator:before{display:block;content:\"\";border-bottom:0;-webkit-box-flex:1;-ms-flex-positive:1;flex-grow:1;border-top:var(--divider-border-width) var(--divider-border-style) var(--divider-color)}.elementor-widget-divider--element-align-left .elementor-divider .elementor-divider-separator>.elementor-divider__svg:first-of-type{-webkit-box-flex:0;-ms-flex-positive:0;flex-grow:0;-ms-flex-negative:100;flex-shrink:100}.elementor-widget-divider--element-align-left .elementor-divider-separator:before{content:none}.elementor-widget-divider--element-align-left .elementor-divider__element{margin-left:0}.elementor-widget-divider--element-align-right .elementor-divider .elementor-divider-separator>.elementor-divider__svg:last-of-type{-webkit-box-flex:0;-ms-flex-positive:0;flex-grow:0;-ms-flex-negative:100;flex-shrink:100}.elementor-widget-divider--element-align-right .elementor-divider-separator:after{content:none}.elementor-widget-divider--element-align-right .elementor-divider__element{margin-right:0}.elementor-widget-divider:not(.elementor-widget-divider--view-line_text):not(.elementor-widget-divider--view-line_icon) .elementor-divider-separator{border-top:var(--divider-border-width) var(--divider-border-style) var(--divider-color)}.elementor-widget-divider--separator-type-pattern{--divider-border-style:none}.elementor-widget-divider--separator-type-pattern.elementor-widget-divider--view-line .elementor-divider-separator,.elementor-widget-divider--separator-type-pattern:not(.elementor-widget-divider--view-line) .elementor-divider-separator:after,.elementor-widget-divider--separator-type-pattern:not(.elementor-widget-divider--view-line) .elementor-divider-separator:before,.elementor-widget-divider--separator-type-pattern:not([class*=elementor-widget-divider--view]) .elementor-divider-separator{width:100%;min-height:var(--divider-pattern-height);-webkit-mask-size:var(--divider-pattern-size) 100%;mask-size:var(--divider-pattern-size) 100%;-webkit-mask-repeat:var(--divider-pattern-repeat);mask-repeat:var(--divider-pattern-repeat);background-color:var(--divider-color);-webkit-mask-image:var(--divider-pattern-url);mask-image:var(--divider-pattern-url)}.elementor-widget-divider--no-spacing{--divider-pattern-size:auto}.elementor-widget-divider--bg-round{--divider-pattern-repeat:round}.rtl .elementor-widget-divider .elementor-divider__text{direction:rtl}<\/style>\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b5ae961 elementor-widget elementor-widget-hub_fancy_heading\" data-id=\"b5ae961\" data-element_type=\"widget\" data-widget_type=\"hub_fancy_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\n\t\t<div id=\"ld-fancy-heading-687742ba8ce88\" class=\"ld-fancy-heading\">\n\t\t\t<h6 class=\"ld-fh-element elementor-heading-title lqd-highlight-underline lqd-highlight-grow-left h6\"  > -  Jamie Osborn<\/h6>\t\t<\/div>\n\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-604332f7 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"604332f7\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-2d63cc02\" data-id=\"2d63cc02\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2b31dfa1 elementor-widget elementor-widget-text-editor\" data-id=\"2b31dfa1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><b style=\"letter-spacing: 0px;\">All about Plum Street Advisors<\/b><br><\/p>\n<p><span style=\"font-weight: 400\">Plum Street Advisors LLC is a financial advisory firm that specializes in wealth management and investment strategies. With a client-centric approach, they prioritize building solid client relationships and providing personalized financial solutions. As part of their operations, sales teams engaged in Salesforce CRM needed a secure and efficient method to share confidential documents with prospects and clients.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400\">And this is where DocuVault came in.&nbsp;<\/span><\/p>\n<p><b>Challenges Plum Street Advisors faced:&nbsp;<\/b><\/p>\n<p><span style=\"font-weight: 400\">Before adopting DocuVault, Plum Street Advisors\u2019 teams encountered challenges when attempting to share and receive confidential information securely, especially with prospects who were yet to be clients. The company additionally didn\u2019t want to make and maintain accounts for each contacted prospect.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400\">The company, as well as the elderly customers unfamiliar with technology, needed a convenient, streamlined, and flexible solution that didn\u2019t need passwords, separate accounts or consistent user maintenance.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400\">Since multiple external parties were involved in the document-sharing process, Plum had to devote significant resources and opt for solutions that were cumbersome, time-consuming and added unnecessary complexity.&nbsp;<\/span><\/p>\n<p><b>After opting for DocuVault:&nbsp;<\/b><\/p>\n<p><span style=\"font-weight: 400\">The adoption of DocuVault was beneficial for Plum Street Advisors in many ways.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400\">To begin with, the general user account structure and upload-only links allow prospects to upload sensitive information without Plum having to maintain additional external user accounts and passwords. Thus streamlining the document-sharing process without friction for clients as well potential prospects.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400\">Next, DocuVault was easy to use for most prospects, especially the elderly ones, and also offered great customer support for those who needed it. For their client communication system, integration of DocuVault due to its user-friendly interface, ensured accessibility for everyone involved.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400\">Lastly, by eliminating the need for password management, sharing or working with a large number of files, while still maintaining a secure environment, thus leading to faster consumer conversion and satisfaction.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400\">Jamie Osborn from Plum Street Advisors says &#8211; \u201c <\/span><i><span style=\"font-weight: 400\">We are quite satisfied with DocuVault&#8217;s exceptional customer support, particularly when we have encountered troubles or issues. The prompt assistance and responsiveness of the support team, played a crucial role in ensuring a smooth implementation and ongoing usage of the product \u201d.<\/span><\/i><\/p>\n<p><b>A Game-Changer for Document Storage<\/b><\/p>\n<p><span style=\"font-weight: 400\">By adopting DocuVault, Plum Street Advisors successfully addressed their challenges related to secure document sharing with prospects and clients. The ease of use, flexible user account structure, file request, and personalised customer support offered by DocuVault have become integral components of their communication system.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400\">DocuVault has streamlined their document-sharing processes, provided a secure environment for confidential information, and enhanced overall operational efficiency for Plum Street Advisors.<\/span><\/p>\n<p>&nbsp;<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>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&#8217;ve [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":16299,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[23],"tags":[44,46],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.10 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>DocuVault facilitates seamless and secure file sharing for Plum Street Advisors - Bigworks<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/bigworks.co\/docuvault-facilitates-seamless-and-secure-file-sharing-for-plum-street-advisors\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"DocuVault facilitates seamless and secure file sharing for Plum Street Advisors - Bigworks\" \/>\n<meta property=\"og:description\" content=\"Great, simple, streamlined product, DocuVault serves all of our needs in sharing files securely with clients and prospects. 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