Case Study: a global financial firm achieves successful print-to-online transformation with Concurrency

Global Financial Firm cuts customer support calls drastically after moving print-to-online with Concurrency, Inc.

A global financial firm engaged Concurrency, Inc. to manage the organizational change required to convert its core product—an annually printed book—into a new subscription-based e-commerce platform. This shift from a twenty-year-old print distribution model to a modern online service represented a major change in business operations and posed a significant risk to customer satisfaction during the transition.

Concurrency provided comprehensive support, guiding the client on technical implementation, customer service needs, and internal communications. The vendor also delivered Azure cloud training to the client's IT team, as this was their first fully cloud-based workload. As a result of the solution implemented by Concurrency, the client successfully migrated to the new online system. Customer support call volumes decreased drastically after the initial rollout, and the firm unlocked new revenue opportunities.