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
