Financial Services

Case Study: servicePath (.co)

By |2018-09-18T12:23:49+00:00September 11th, 2018|Categories: Case Studies|Tags: , , , , , , , |

servicePath, a Toronto-based company, provides a configure, price and quote (CPQ) platform that is specifically designed to make complex quotes simple. Quotes that used to take days and involve multiple departments can be done in less than an hour while adhering to critical margin requirements.

Case Study: Selling to Financial Services

By |2018-09-25T15:23:28+00:00June 1st, 2018|Categories: Case Studies|Tags: , , , , |

A leading Financial Services company was required to comply with growing internal auditing policies. They were struggling with finding a way to cost-effectively and efficiently audit user database access to highly sensitive customer data; as well as to monitor privileged database user activities.