Company Growth Relied on the Ability to Scale Business Systems Quickly

For one financial services organization, company growth relied on the ability to scale business systems quickly to an extended team of advisors. Replacing Excel spreadsheets from current workflows with customized screens is opening data silos and provides a centralized database for cross-country collaboration and real-time information access. Onboarding of new advisors is possible thanks to the business efficiencies gained from the TAP Innovations platform.