With $194 billion assets under management, private equity firm, Neuberger Berman, must ensure that their clients receive outstanding customer service. Their goal was to meet client's real-time investment needs with a web portal that delivered secure, customized, real-time data. The solution had to be deployed quickly and be affordable. Hear from their Senior V.P as he explains their 6-step vendor evaluation process, proof of concept and data migration. In the end, they delivered the client dashboard in 75 days. |
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