Case Study: RiskVal Financial Solutions achieves faster, scalable client demos and support with ConnectWise CPQ

How One Financial SaaS Provider Was Able to Create Value

RiskVal Financial Solutions, a financial SaaS provider, needed a reliable way to deliver personalized software demos and remote support during onboarding. Previous remote demo tools were frequently blocked and didn’t meet the strict compliance expectations of financial institutions, making it hard for RiskVal to scale its process. RiskVal turned to ConnectWise CPQ’s ScreenConnect solution to solve this challenge.

With ConnectWise CPQ’s ScreenConnect, RiskVal hosted the tool on its own servers and customized it to fit its workflow, enabling seamless real-time support and demos for clients. The result was faster issue resolution, less back-and-forth, and a better customer experience that helped RiskVal expand globally and win more business through referrals.

RiskVal Financial Solutions

Jordan Hu

Chief Executive Officer