neosllc.com | 860-519-5601 ©2020 NEOS CLIENT CASE STUDY Investment Management Firm Automates Marketing Workflows and Boosts Productivity by 40% Company: Investment Management Company Industry: Financial Services Line of Business: Investment Management Location: U.S.A. Challenge: Lack of visibility into planned and projected work in a centralized location reduced ability to proactively plan and reprioritize work as needed Services: Business Process Design & Optimization FutureWeek SM Rapid Process Design Results: Improved visibility into projects and team member efficiency BUSINESS PROBLEM The client acquired another company and struggled to implement change management tactics, consolidate workflow tools, and project management resources. Their marketing cont

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