W W W. C P T E C H . C O M 781.273.4100 C ASE STUD Y Case Study: Sales and Marketing Analytics CUSTOMER RESULTS The CTI solution resulted in optimization of sales and marketing engagements with the Client base and improved insight into Client performance across channels, territories, funds and affiliates. Client: A Global Financial Services Company SUMM AR Y Corporate Technologies established a BI Roadmap for the existing DW/BI system to radically reduce data gaps and properly model and deliver “360 degree analytics” to optimize Client engagement, Client revenue, and marketing effectiveness. Industry Financial Services Client A $1T Global Asset Manager Problem This global firm operates a complex multi-affiliate business model that provides access to specialized i

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