How Venn’s Customer Service Excellence Enabled a Smooth Breakaway Transition Case Study: Atlanta Consulting GroupHow Venn’s Customer Service Excellence Enabled a Smooth Breakaway Transition 02 The Client: Atlanta Consulting Group Atlanta Consulting Group, a registered investment advisor (RIA) to institutional clients and family oces, throughout the United States, broke away from its parent company Raymond James in January 2018 to become an independent firm. While excited to embark on this new adventure, the group knew that the move was going to be a big undertaking. “We are financial consultants by trade, not a technology company, so we wanted to find a firm that could handle all our IT needs during the process,” said Gary Schafer, COO at Atlanta Consulting Group. As such, the

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