Tag Archives: customer case studies

A Registered Investment Advisor (RIA) firm designed to provide financial services to high net worth individuals is using IAM technology to remain competitive and provide attractive services to both clients and Wealth Advisors. The firm also needed to establish business … Continue reading →

Platinum Group of Companies – a financial services customer wanted to bring Facebook like collaboration and took the route of becoming a Social Enterprise rolling out Salesforce Chatter for all its employees to begin with. Thom Vandenberg, the IT Project … Continue reading →