SharePoint for Financial Services

Yes. SharePoint Maven has worked with registered investment advisors, wealth management firms, broker-dealer offices, and accounting firms. The work spans client file management, internal document libraries, firm intranets, and admin training for operations and back-office teams – typically engagements ranging from a single department to a firm-wide rollout.

Yes. SharePoint Online can consolidate the documents financial firms run on — client files, internal policies, operations documents, and shared resources — into structured libraries organized by metadata rather than scattered network folders. SharePoint Maven sets up the library structure, permissions, and views so each team reaches the right documents and files are findable by search instead of by memory.

Yes – SharePoint Online supports secure external sharing through guest access in Microsoft 365. Many financial firms use SharePoint sites or document libraries as client portals where clients can review statements, sign documents, or upload requested materials. Permission boundaries and sharing controls are configured during the project so clients see only what they should.

No – and it’s not meant to. SharePoint complements the systems that handle CRM, planning, and portfolio data. Many firms use SharePoint for the document side of their work – deliverables, internal documentation, and operations — while keeping their core financial systems as the system of record for client data.

Yes – that’s a primary design goal. Every solution is built using out-of-the-box SharePoint features, with no custom code and no third-party tools, so your operations or IT staff can manage and extend it on their own. Permissions are designed around roles rather than individuals, and every engagement includes admin and site owner training.

SharePoint Maven uses the same fixed-fee pricing across every industry. Hourly consulting is $350/hour with no minimum. SharePoint intranets are $4,800-$6,400, fixed-fee. Document management projects are $2,400-$4,200, fixed-fee. Live training is $950 per 2-hour session with unlimited attendees. Pricing is flat and published – no proposal negotiation cycle.

Intranet projects typically run 5–8 weeks from kickoff to delivered training. Document management projects run 3–4 weeks. Hourly consulting can start within one week of purchase. Timelines are agreed up front and don’t slip – fixed-fee means no mid-project change orders or scope additions.

Greg Zelfond does every engagement personally. There are no subcontractors, junior consultants, or offshore teams. You work directly with Greg from the first call through delivery and training. Because of that, SharePoint Maven runs roughly one engagement at a time – reach out a few weeks before your preferred start window to confirm availability.

Yes – that’s a primary design goal. Every project is built using out-of-the-box SharePoint features, with no custom code and no third-party tools, so your IT staff or site administrator can manage and extend the environment using the same admin tools that Microsoft documents publicly. Every project includes both admin training and site owner training.

Yes. Live training sessions ($950 per 2-hour session, unlimited attendees) can be booked as part of a rollout to train staff or administrators. On-demand SharePoint Maven Academy courses ($60 each, with volume licensing for teams) work well for ongoing onboarding as new people join. Both options are taught by Greg personally.