Case Study: Financial Services Company achieves 5× increase in mobile app adoption with Apperian

Financial Services Company - Customer Case Study

An independent, privately held U.S. investment management firm with more than $10 billion in assets faced low mobile adoption across a geographically dispersed internal and external sales force. Frequent network dropouts and instability routinely kicked users out of CRM and sales apps, leaving adoption at about 15% and limiting productivity and access to marketing materials.

The firm implemented Apperian’s mobile app management platform to wrap apps with security policies (encryption, copy/paste control, app-controlled VPN, passphrase authentication) and deliver them via an easy-to-use app catalog. App usage jumped to 75%, confidential customer and financial data remained protected, administrators simplified secure deployment, and sales management gained visibility into app downloads—driving higher field productivity.

Financial Services Company