Case Study Category: Financial Services

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Orion Registrar, Inc.

  • Orion Registrar, Inc. is a full-service, management system and product certification registrar / certification body
  • The Client's existing systems were outdated, held data in silos, suffered from reliability issues and lacked visibility into the process
  • Needed a BPM solution that was flexible, scalable, easy to update, and could be supported for years to come
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Large Real Estate Commercial Property Management Company

  • The client specializes in managing space in malls throughout the United States and needed to automate its lease contract management process
  • Previous operations were all manual, very slow and lacked accountability and tracking
  • Client chose Apttus Contract Lifecycle Management (CLM) and DocuSign to streamline generation, negotiation, approval, and signature process to integrate Sales, Legal and Executive departments' responsbilities
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Global Financial Institution

  • A service platform for handling calls from Signature card holders
  • Implementation and configuration of the service cloud and integration with internal security and functional components
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Financial Services Firm

  • Need for an easy and intuitive Content Management System to store and organize sales materials.
  • Seamless integration of existing Salesforce.com system with a 3rd party proprietary web application to gather and organize financial advisor information.
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Car Insurance Provider

  • Car insurance provider rapidly growing via acquisitions
  • Better insight into existing investment performance
  • Operational performance metrics to accurately assess performance of integrated M&As