Case Study: Douglass Winthrop Advisors strengthens remote work, CRM, and security with WebSight Design, Inc.

Douglass Winthrop Advisors launches remote work in 1 week with WebSight Design, Inc.

WebSight Design, Inc. (WSD) was engaged by Douglass Winthrop Advisors, an SEC-registered investment advisor, to provide strategic IT advisory and services. The client’s challenge was to modernize its technology to support business growth and enhance client service, with specific goals to improve core systems, enable remote work, implement a new CRM, and build a new website, a need that became urgent with the onset of the pandemic.

The solution from WebSight Design included rapidly deploying a secure, SEC-compliant remote work platform using Slack, and providing end-to-end CRM services leading to the implementation of Salentica Elements, a customized Salesforce solution for financial services. WSD also enhanced information security with phishing simulations, managed vendor integrations, and assisted in hiring a full-time Director of IT. The results gave DWA’s experts streamlined workflows and mobile capabilities for improved client service from any location, alongside heightened employee cybersecurity awareness.

Douglass Winthrop Advisors