Case Studies - Financial Services

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Business Issue As OmniMed Financial & Insurance founder Joe Capone recalls, his first information management tools were Post-it notes, from which...
Business Issue Ahli United Bank – Kuwait, began modernising its electronic banking department in 2011. It had been using an extremely cumbersome...
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 Hilco faced a number of challenges in managing its sales and project delivery process, causing significant inefficiencies and...
Business Issue: BancVue has a complex account management infrastructure with a diverse set of teams that maintain a strong commitment to the highest...
Business Issue: Thomas Murray wanted to manage its sales and contact distribution lists to send targeted emails about product releases, campaigns,...
Business Issue: As One Financial's reputation for great investment opportunities and exceptional customer service grew, its business expanded...
Business Issue As its success led to growth, Puente needed to improve its systems for aggregating, managing and using its customer information....
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...

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