Case Studies

Our innovative approach allows us to support our clients’ unique needs in effective, practical and creative ways. Read about the real-world results our clients have achieved from partnering with us.

Innovative Usability Testing with Drexel University Improves End Client Portal Immersive testing with Drexel University pushed our new client portal design forward
The IdeaFarm: A Space for Creativity Investing in a stimulating space to nurture ideas and innovation pays off in many ways.
People leading the way How fully integrated change management maximizes your investment
Leap of Faith How Washington Trust Invested in change to power future growth.
Cornering the Market Pinnacle Trust adopts modern technology to attract and retain top advisors and take client service to a completely new level.
An OCIO Selection Story A DIY investment committee enthusiastically accepts the Outsourced CIO approach
Case Study: How White Label Simplified and Diversified Investment Offerings to Plan Participants A switch to discretionary investment management led to big participant outcome improvements
No Problem Too Difficult One of the biggest government settlements in American history: a multi-billion-dollar payout to hundreds of thousands of Native Americans
The Pressure Was On How two huge banks partnered with us to navigate an incredibly complex merger.
Whatever It Takes Overcoming the obstacles of early adoption to make a transformative move.
Moving Faster Than Fast Pulling out all the stops for a client with an aggressive growth strategy.
Accountable to Deliver How outsourcing the back office helps clients maintain their current success while simultaneously positioning them for future growth