Client Overview INDUSTRY: Financial services – provides capital to companies across the U.S. COMPANY SIZE: Approximately 50 employees; privately held company Caltius Capital Management: Implementing Technology to Keep Up with Growth The Challenge: Lack of Integration Since inception, the company had grown from managing $100 MM of capital to investing more than $650 MM, their staff had more than doubled, and their teams were now geographically dispersed. The casual contact and information exchange Caltius relied on the past was no longer effective and neither were their IT systems. Challenges included: ¦ ¦ Applications being used by both front and back office staff varied and were not integrated, causing duplication of work ¦ ¦ Inability to track emails and/or integrate them

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