Case Studies - Financial Services

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Challenge: Close more more sales; improve customer service response time; and increase understanding of customer needs; share information across...
Challenge: Strengthen professional services firms by providing a CRM solution that easily integrates with practice management systems and other...
Business Issue From a relatively small, London-based firm, TIM Group has grown into a global organization with offices in the US and Asia. The...
Business Issue Based in Colorado, Controller Services Group provides clients professional Controller and accounting services at a fraction of the...
Business Issue Banking often requires a long sales cycle. So, as a premium provider of financial services to northern California businesses, Bank of...
Business Issue Monitoring client satisfaction is at the core of Intrum Justitia’s business priorities. To achieve it, very early on the company...
Hilco Global is a leading international financial services company that has completed billions of dollars of transactions around the world. Hilco...
BancVue is the leader in branded, community-powered banking products that help local banks and credit unions thrive in the competitive banking...
Business Issue: MIAG extends parent company METRO AG’s credit rating to suppliers through a service called supply chain financing. Before MIAG had a...
Business Issue: Thomas Murray wanted to manage its sales and contact distribution lists to send targeted emails about product releases, campaigns,...