Case Study Challenge A large investment and financial services firm was looking to reduce the costs of customer and end-user support while delivering a streamlined, interactive service experience. To accomplish this, the company wanted to migrate from its traditional legacy systems to an agile, next-generation technology environment, with minimal business disruption. The solution needed to address key market challenges such as: • Heightened customer expectations due to the proliferation of online and mobile platforms • The need for integrated channels with consistent, personalized service • Remote and mobile workforces changing the way business is conducted • Tightened regulations regarding data security and auditability • Emergence of non-traditional competitors not burden

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