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Customer Story

How a Global Investment Management Company Utilizes Technology to Meet the Needs of Busy Clients


This top-tier financial services company offers a wide range of investment and retirement products to individuals, financial advisors, and institutions. With over 70 years of experience in the industry, the company has established itself as a trusted and reliable partner for its clients.

However, customers are increasingly looking for digital-first solutions that offer fast and reliable services, resulting in a need for the company to enhance its digital capabilities and identify operational efficiencies that can minimize servicing costs.


To meet customer expectations, the company needed to find a product that would:

  • Simplify and automate the document creation and storage process to increase efficiency
  • Elevate the online experience and provide customers with more convenient and personalized services
  • Address the needs of time-constrained customers with enhanced digital capabilities
  • Reduce operational costs by minimizing reliance on call center support and enhancing self-service options

Read this customer story to learn more about how this global investment company is able to have real-time access to customer information and accelerated customer service representative (CSR) response time to a customer inquiry.