Case Study
Customer Portal for a Leading Investment Consulting Firm
C A S E S T U D Y The company is one of the industry's largest independent, full-service investments consulting ?rm headquartered in Massachusetts. It provides asset management, investment advisory and investment policy administrations services to enterprises, non-pro?t organizations and individuals and manages assets of over $800 billion. About the Customer The customer was embarking on two key initiatives, which included automation of i