Financial Services – Client Case Studies

Explore how clients have used our unique technologies to successfully transform the way they do business – to resolve challenges such as search, data protection, records management, migration, content optimization, governance, and collaboration.

Solution Use Cases   Financial Services

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Asset Management Company

Financial Services

SharePoint Term Store Integration

This company wanted to proactively manage content, and leverage the SharePoint Term Store.

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Diversified Active Investment Management Firm

Financial Services

Semantic Search

The challenge was to proactively manage unstructured and semi-structured content, to improve information transparency and relevancy during information retrieval, and significantly reduce the time spent by staff trying to find the most relevant and accurate information.

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market-research-com

MarketResearch.com

Financial Services

Classification and Search

Poor classification and search capabilities to manage numerous reports and categories resulted in complicated, resource intensive, and time consuming processes.

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