Case Study
Betterment Leverages Stella Connect’s Desk.com Integration to Increase Scale and Optimize Workflow
STELLASERVICE.COM/STELLA-CONNECT 1 Betterment Leverages Stella Connect’s Desk.com Integration to Increase Scale and Optimize Workflow Betterment is a leading online financial advisor, helping people to invest and manage their money tax-efficiently. Betterment gives personalized advice based on each customer’s individual financial situation and, most importantly, the customer’s best interests. Then, the service invests the money in a global