Why We Exist
ValTeo Tech eliminates the mundane processes that suck the life out of work
We automate our customers’ manual, paper-based processes, like sales contracts, NDAs, and client onboarding, so they regain their market relevance and beat the competition.
What We Do
Develop software infrastructure to streamline data, document and artifact sharing among leading platforms for your CRM, eSignature, and contract fulfillment
Provide Best Practice recommendations for Financial Services, Wealth Management and Legal industries, among others
Focused on solving your business problems, maximizing your existing technology investments, rather than recommending yet another product or tool to learn and manage
Ensuring your and your customers’ successful adoption of the provided solution with innovative solutions that eliminate manual data entry in multiple systems and significantly increase your team’s productivity
How We Do It
At ValTeo Tech, we focus on augmenting Digital Transaction Management platforms such as Salesforce.com, Conga, DocuSign, Adobe Sign, HelloSign and eOriginal to work seamlessly with your existing backend data, documents, content and contract management applications.
…But we’re not your typical software consulting firm or system integrator. We focus on solving your whole business problem by not only developing an easy to use technology solution, but also on working through the transition of your organization through the change management process. In short, we stick around past the deployment and help you realize the full promised business value of the solution.
30025 Alicia Pkwy, #124
Laguna Niguel, CA 92677