Case Study: a large financial services firm achieves reseller-ready product growth with Venn Software

Large Financial Services Firm - Customer Case Study

A large financial services firm specializing in wealth management, an aggregator of broker dealers with over 2,000 advisors, faced significant technology challenges. The firm had siloed systems and an inconsistent security infrastructure, which hampered efficiency. After an unsuccessful attempt to build a new resellable product in-house, they turned to Venn Software for a solution.

Venn Software provided a solution that the firm could easily resell to its advisors. This partnership eliminated the client's technology silos and security inconsistencies, reduced complexity for users with a single login, and enabled secure BYOD from anywhere. The results included a signed 200-user contract and the addition of a new, profitable line of business, generating incremental revenue.