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Banking, Finance & Insurance

Large Research Firm


For more than 40 years, this firm has provided research on global macroeconomic trends that helps financial institutions make informed investment decisions. 


The firm’s vast portfolio of valuable economic and investment data was stored in static PDF reports that could not be easily manipulated or collectively searched for identifying trends. A client survey revealed requests for several enhancements, including the ability to: 

Leading Credit Card Issuer


One of America’s leading issuers of Visa and MasterCard credit cards, this company primarily services customers who need to establish or rebuild their credit and do not meet the qualifying criteria of other banks. 


To satisfy the needs of an expanding, global customer base, this company sought a partner who could provide bilingual customer service and: 

Financial Reporting Company


Since 1792, when the New York Stock Exchange opened its doors to accommodate the stock brokers who congregated on Wall Street, this organization has handled the regulatory filing needs of America’s publicly traded companies. Over time, its offerings expanded to financial reporting services. Its clients include many of the largest companies and most widely recognized brands in the world.

Global BPO Leader


A global business process outsourcing (BPO) leader, this organization provides back-office financial services and payment processing solutions across North America, Europe, and Asia-Pacific. The firm specializes in financial transaction automation and document management services for organizations seeking greater finance and accounting efficiencies.

Global Leader in Business Travel Management


This multinational organization works with companies of all sizes to design and manage comprehensive travel programs.


The organization anticipated a significant increase in its call center volume prior to the 2012 Olympics in London. It would have to prepare for questions about hotels, dining, tourist attractions, Olympic venues, and so on, and provide answers that required a working knowledge of London.

Coldwell Banker


Since 1906, Coldwell Banker has been a leading provider of residential and commercial real estate. The oldest national real estate brand in the United States, the company’s network includes nearly 86,000 sales associates and brokers working from approximately 3,300 offices in 50 countries and territories.

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