CHALLENGE
How to generate better-looking statements while eliminating the ever-increasing costs and time-consuming maintenance of on-premise hosting.
SOLUTION
Partnered with Microsoft and leveraged Microsoft Azure to host the PureFacts Reporting solution as a cloud-based SaaS offering.
Our statement solution was quick to deploy, simple to operate, and readily scalable.
More cost-effective than hosting on-site and easier to maintain
RESULTS
Delivered attractive, more engaging client statements and reports.
Reduced the total cost of business operations while maximizing IT efficiency.
Provided industry-leading levels of security, compliance, and transparency.
"Our implementation was so fast and simple ... plus we love the look of our new statements so much, we want to submit them for an award!"
Managing Director, Desjardins Wealth Management