Carson Group Centralizes Content Management for Stronger Collaboration and Governance

By integrating Egnyte and Salesforce, the RIA established a single source of truth for full data control and seamless collaboration.

Carson Group makes finding financial freedom simple for its clients. In an industry as sensitive as financial planning, security and speed are indispensable to any firm hoping to achieve this goal. But Carson constantly fought against inefficient systems that impeded communication, complicated internal and external file sharing, and hampered growth. With the help of Egnyte, its native Salesforce integration, and open API, Carson Group confronted these challenges head on, streamlining outdated processes and accelerating everything from internal collaboration to mergers and acquisitions, as well as client onboarding.

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