Case Study

Raymond James & Associates

Raymond James & Associates

Pages 2 Pages

Customer Success Story My time previously spent on manual compensation calculations and statement creation is now spent on improving other processes and automating reporting to improve efficiency. Candace Kirk, Business OperationsCompany Profile Raymond James & Associates is a diversified holding company providing financial services to individuals, corporations and municipalities through it's subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. Company Size: Medium Enterprise Industry: Financial Services About Iconixx Iconixx offers an enterprise-class sales performance management solution enabling organizations to align their corporate strategy and planning with sales execution. Organizations are abl

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