Case Study
Lincoln Financial Group’s Retirement Plan Services Business Selects ProcessUnity To Manage Extensive Product Portfolio
Lincoln Financial Group’s Retirement Plan Services Business Selects ProcessUnity To Manage Extensive Product Portfolio
“ProcessUnity’s offering strengthens our strategic approach to more effectively managing the holistic Lincoln customer experience – from a sales perspective, a relationship management perspective, an offering perspective, and an operations perspective – it actually comes together to help better serve our clients.” Innovative Solution Equips Organization with Critical Data to Provide Exceptional Customer Service Introduction With head