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Case Study: TvH Financial



Jim Lao at TvH Financial has always been a technology enthusiast. He’s always been on the lookout for ways to improve various processes for his firm in order to provide a better customer experience. An industry veteran with over 30 years of

experience, Jim knows that if you’re not staying relevant, you run the risk of being left behind by clients that are looking for a more streamlined and secure relationship.


Jim and the clients of TvH were delighted by how much easier it was to work

together when using SideDrawer, compared to the company’s previous way

of doing business.


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