Case Study

Fortune 100 Financial Services Firm

Fortune 100 financial services firm experienced a level of transparency never seen before with Upland’s ComSci.

Business Needs

As a not-for-profit, this Fortune 100 financial services firm has a unique business structure. Because it is not publicly held, there are no shareholders and the profit goes back into a general account. About five years ago, the financial services firm decided that while it had grown a solid business in one key focus area, it also wanted to be able to approach the marketplace with proper pricing for the rest of its diverse portfolio of products.

“People now have the right tool to make business decisions.”
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