Case Study

Fraternal Life and Annuities Insurer Kicks Off Modernization Effort by Selecting Cloud-Based General Ledger Software

Fraternal Life and Annuities Insurer Kicks Off Modernization Effort by Selecting Cloud-Based General Ledger Software

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neosllc.com | 860-519-5601 ©2020 NEOS CLIENT CASE STUDY Fraternal Life and Annuities Insurer Kicks Off Modernization Effort by Selecting Cloud-Based General Ledger Software Company: Fraternal benefit society offering life insurance and annuities Industry: Insurance Line of Business: Life Annuities Location: Texas Challenge: Workflow and other systems constraints required the client to manually consolidate financial reports, limiting insight into business performance and growth opportunities, and consuming valuable staff capacity Services: Vendor Selection Modernization Strategy Implementation Planning & Strategy Results: The client was able to conduct a full market scan, selecting the most suitable vendor to replace their legacy system and continue to offer robu

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