Types of Clients We Serve

While our primary focus is on firms seeking to establish or expand their presence within the financial services industry, we also have experience with organizations outside the scope of financial services. Here’s a representative view of the types of firms we have worked with:

• Web presentment firm delivering an integrated, scalable suite of content management solutions addressing the competitive environment of today's web-enabled enterprise.



• Specialists in sell-side equity research business and technology best practices, providing platform for producing and delivering equity research and compliance systems.



• Firm offering revolutionary lead fulfillment and management program eliminating most lead fulfillment costs and greatly enhancing volume of new account openings.



• Firm providing advanced network IT services for small to medium-sized businesses and branch offices of larger firms with existing IT departments.



• A world-class meeting and incentive travel firm with expertise in developing incentive programs designed to improve corporate performance through rewards, as well as planning, organizing and executing business meetings of all types and sizes.



• Specialized software solutions provider catering to the global financial services industry, with an expertise in financial research offering an enterprise class analytics and workflow solution.



• An international consulting organization dedicated to developing and delivering performance enhancement training programs for the financial services industry.



• A firm who automates the process of creating commentary on investment products and financial markets through the use of proprietary "rules based text generation" technology.



• The innovation leader in providing secure delivery of critical business messages and email, with tracking and receipt.