Case Study

BelWo Empowers Wealth Management Firm through the Design and Implementation of a Cloud-based, Interactive Client Presentation Book

BelWo worked with a large wealth management firm to enhance engagement with clients by creating interactive client presentation books. We implemented a cloud-native solution that provided the company’s client advisors the freedom to easily create, edit, proof, and instantly deploy changes to customized client presentations.  

Read our case study to find out how we used the OpenText™ Exstream™ suite to create solutions that enhanced efficiency, productivity, and overall customer satisfaction for the client.

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