Agility and Scalability Enable Seamless Integration of Financial Services Acquisitions
Agility and Scalability Enable Seamless Integration of Financial Services Acquisitions
2 PagesCase Study Agility and Scalability Enable Seamless Integration of Financial Services Acquisit ions Client Profile The client is the second largest independent financial advisor network in the United States, supporting over 9,500 independent financial professionals, and is a leading provider of retail investment services to more than 600 financial institutions. Pomeroy began working with the client in 2013 (“Financial Services Perfect Storm”)
