Situation A publicly traded property and casualty insurance agency, that offers franchise opportunities across the US   Client wanted to expand Intacct functionality to include advanced contract and revenue management modules  The existing custom developed finance integration was written by a single developer that was no longer with the organization, limiting ability for changes and modifications   Legacy integration between Salesforce and Intacct that … Read more

Moving forward in the new normal in wealth and asset management

2020 is marked by much change and disruption to not only our professional lives, but also our personal ones — across all industries and professions throughout the globe. The COVID-19 virus, suddenly and deeply, has changed everything.


In an environment where change is constant – and, at times, quite unpredictable and profound – how do we move forward productively?

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As the world continues to face the challenges created by COVID-19 with no clear end in sight, financial services firms are keenly aware that how they respond to the crisis now will impact how they move forward in the future. Here are five key actions you can take now to build resilience and recover faster.

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Situation A leading benefits and retirement planning agency of over 20 individual local market operating firms had no common repository for client data Due to the organization acquisition model, the organization leadership structure was distributed and often changing The organization had minimal internal IT staff to assist in the deployment of a CRM solution Due … Read more

Aite Group, leading independent research and advisory group for the financial services industry, uncovers the core capabilities that every finance leader in insurance needs to drive powerful business outcomes.

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The COVID-19 pandemic continues to impact the global economy in profound ways. With efforts to contain the virus still ongoing, uncertainty is an ever-present obstacle in business decisions. Financial services firms need to understand the current health of their own firm, as well as their investments, as they react to the constant stream of new information on shutdowns, re-openings, unemployment figures, recession data, and government programs.


Many financial firms are focused on solving immediate challenges. It may be hard to imagine investing in new technologies at a time like this. But consider this – a Harvard Business Review study of the 2008 recession found that:

Companies that combined cost-cutting with selective investing before the crisis ended had a 76% chance of pulling ahead of competition, as opposed to companies that solely cut costs.

Opportunity exists even in times of crisis, so let’s explore the five actions you can take to ensure a faster recovery.

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Situation A financial planning organization needed to modernize their legacy client engagement platform The legacy system was a custom developed solution that had been enhanced over a 10+ year period The organizations wanted to take advantage of a modern CRM system while maintaining their core value proposition to the military market The CRM project had … Read more