Financial Services

30 Days in the Cloud: New England

We are at a multi-billion dollar financial services company discussing a potential cloud initiative—this company’s first--with hopes to launch this summer, when the daffodils are drooped and the wispy New England grass shows its brown.  The goal?  Establish a centralized customer “profile” to be accessed by sales, marketing, and operations, which collects and categorizes all client information, including contact detail, account detail, insurance policy detail, and broker relationship detail.

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