Financial Services
Implementation Success: LPL’s Managed Package for ClientWorks Integration
Reading time: 5 minutes
One of the United States’ top 30 credit unions was going through a merger where the wealth teams were required to come together and operate as one team. This meant the credit union had to move all its wealth advisors to one system – LPL ClientWorks. There was just one problem. The LPL standalone sandbox...
Banking
Implementing Salesforce Gives GreenState Credit Union Better Member Visibility
Reading time: 3 minutes
GreenState Credit Union is a member-owned financial cooperative. Organized in 1938, GreenState has grown to be Iowa’s largest credit union and one of the top financial institutions in the United States for returning profits to members in the form of better rates and lower fees. GreenState serves over 370,000 members with 30 office locations. Membership...