The Business Challenge ValMark Financial Group, a national independent broker dealer specializing in equity, investment advisory and risk management, had become boxed in by its technology. Despite having one of the highest staff-to-producer ratios in the industry, providing concierge- level service to the nation’s top wealth transfer and corporate insurance firms was more challenging than it needed to be. ValMark has 135 member-offices—and a one-dimensional document management solution. Its limited workflow capabilities, restricted keyword use and inability to integrate with Microsoft CRM, the organization’s customer relationship management program, forced ValMark’s IT staff to create complicated workarounds. Business processes were unnecessarily complex and took way too long. Val

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