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Success Stories

A Global Financial Services Firm Struggles with

Regulatory Conditions and a Dwindling Team

THE CHALLENGE

  • Compliance needs were changing as regulatory requirements increased disclosure laws. 

  • Resource allocation and depth of training investments were necessary but burdensome.

  • Template redesign was needed and adoption was critical to insure brand adherence.

THE SOLUTION

  • New template roadmaps were drawn and established.
  • Template adoption gained momentum as new data visualization tools were utilized.
  • Integreon led the adoption and implementation of these tools enhancing the visual outcomes and reducing time and resources.
  • Further software expertise was enhanced and now embedded staffing with data visualization expertise is a key member of the team.
  • Reacting to regulatory changes, solving scale issues at the firm and providing investment needed for technology expertise all have been hallmarks of the long standing partnership continuing to deliver dynamic results.
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