Wealth management
firm enhances
productivity.​​  

Fast, secure connectivity
simplifies and enriches
customer experience.​​ 

Challenge​​ 

The firm needed fast, secure access to enhance client engagement.​​ 

  • Enriching the client experience​​ 
  • Enhancing advisor-client engagement​​ 
  • Improving advisor productivity​​ 
  • Piloting new event-based analytics tools​​ 

Solution​​ 

The company relied on us for secure, flexible connectivity to improve the overall experience—for customers and agents.​​ 

  • Provided secure biometric tablets and wireless 4G LTE connectivity​​ 
  • Enabled fast and secure connectivity to analytics pilot​​ 
  • Securely connected third-party apps and Microsoft Office 365 to tablets​​ 

Outcome​​ 

With a fast response time, better visibility, and strong security, agents are able to work more productively.​​ 

  • Delivered greater insight, personalization and instant responses for 20M customers​​ 
  • Empowered 2,500 agents with digital signatures and paperless contracts​​ 
  • Provided seamless, flexible access to SaaS and AI web services​​ 
  • Created secure mobility with the 4G LTE Wireless private network and iPads with TouchID​​ 

How we built the solution.​​ 

Executive Briefing Program—powerful relationships start here.​​ 

Explore ways to achieve your business goals.​​ 

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