Case Study: FimAT achieves easy, accurate reporting and mail merges with Stonefield Query

Investing in your Future with Stonefield Query for ACT!

FimAT, an institutional brokerage firm in Montreal, needed a better way to report on complex, multi-contact trades after converting to ACT!. Their team struggled with ACT!’s built-in reporting and mail merge tools, especially when data was separated by colons or spaces, and they quickly realized they needed a solution that could handle detailed trade documentation. Stonefield Query for ACT! was the product considered to meet those needs.

After consulting with Basis Business Intelligence, FimAT implemented Stonefield Query for ACT! from Stonefield Query and tested it through a webinar and free trial before purchasing. The result was a much easier-to-use reporting tool that let Bruce Thompson and his team quickly build customized mail merges and detailed reports without reworking incomplete documents. FimAT has used Stonefield Query for ACT! since July 2005 and has since upgraded to the latest version.

FimAT