Why Digital Vaults Are Key to Enterprise Transformation

This presentation discussed the platform's role in enhancing enterprise transformation through digital vaults. SideDrawer, an API-based digital collaboration platform, allows financial advisors, large enterprises, and banks to securely exchange sensitive information with clients, family members, and third-party professionals. The platform saves users 1-2 hours per day, enabling them to manage up to 180 households without additional admin staff. It offers customizable drawers, real-time updates, and robust security features like two-factor authentication. SideDrawer integrates with CRMs like Salesforce, improving client experience and operational efficiency.

Presentation Preview:

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CE Credits provided by this presentation:

* FP Canada - 1 General credit * MFDA - 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Why Digital Vaults Are Key to Enterprise Transformation
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Ali Qureshi

Ali Qureshi is the Co-Founder of SideDrawer, an idea born out of a personal need for him and his family. The fear of his family not knowing where the insurance policies, investments, banking information in an increasingly digital world, was the catalyst behind the idea. The platform now is being used by financial services firms ranging in size from independent advisors to Tier1 banks to securely exchange and collaborate on sensitive information. Ali has both CA, CPA and CFA designations, and graduated from Trinity College at the University of Toronto with an Honours B.Comm. Ali lives in Toronto with his wife and three young children.