Case Study: Goelzer Investment Management streamlines client data access with Practifi

Goelzer Investment Management streamlines access to $2.2 billion in assets with Practifi

Goelzer Investment Management, a private and institutional investment firm, faced challenges with an outdated CRM and file-sharing system that lacked intuitive features and made data retrieval and organization difficult. Seeking an upgrade, their criteria included centralized document storage, seamless integration, and streamlined collaboration. They turned to the vendor Practifi for a solution.

Practifi was implemented and seamlessly integrated with Box for file management, creating a connected environment that became the backbone of the company's digital tools. This solution provided immediate clarity on all data and enabled efficient cleanup efforts. The result was dramatically improved accessibility, with document retrieval time reduced from an hour to seconds, freeing up employee time for more valuable work and contributing to two strong quarters of revenue growth. Goelzer highly recommends the Practifi solution.

Goelzer Investment Management