Implementing AchieveIt was probably my biggest accomplishment in my role to date. People are now seeing the benefit, which is really growing the confidence of the team. They are finally understanding what is happening, and we have that open dialog we didn’t have before. It has allows us to think differently. Baird has guided families, businesses, communities, and institutions toward their financial goals for a century. Employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance, and private equity services across the United States, Europe and Asia. ROBERT W. BAIRD CUSTOMER STORY CUSTOMER DETAILS INDUSTRY: Financial Services USE CASE: Strategic & Operational Tracking ESTABLISHED: 1919

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