Category: IT Service Management

Charles Schwab CRM-Based Technology Platform For Investment Advisors In Works

Earlier this week, Charles Schwab, as a provider of operational, custodial and trading support to more than 6,000 independent investment advisory firms, announced details on its Schwab Intelligent Integration, the integrated technology platform. Schwab is developing this platform, formerly known as project C, to help assimilate the different workflow systems used by the independent firms. […]


Hubspot/Salesforce Marketing Tool Case Study: Viridity

Viridity, an energy consumption management software provider, plugs for Hubspot inbound marketing integrated with  The small company of 11-25 employees saw enormous lead generation growth in the 8 months of using Hubspot Large. Jason Bailey, Viridity’s multimedia specialist, states that the company’s lack of integrated marketing tools was a hindrance. Now, on their website, […]

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