01 Aug CIBC Wood Gundy
Posted at 11:11h in Case studies
CIBC Wood Gundy Chooses the Croesus Portfolio Management and Integrated CRM System
CIBC Wood Gundy is one of Canada’s leading investment firms with over 2,500 investment professionals working in 45 branches across the country. CIBC Wood Gundy faced a number of challenges using multiple systems to manage financial data, provide accurate portfolio information and ensure client and investment advisor satisfaction. CIBC Wood Gundy also experienced cost overruns, as well as scalability and system performance response time issues.
The Croesus solution was chosen for its capacity to successfully overcome CIBC’s challenges.