Customer Success

Rollup Helper, Scheduled Rollups, Rollup Summary Field, Industry: Financial Services

When Clear Capital needed to display multiple revenue and volume summaries for use in multiple business units, Business Systems Administrator Lisa Foster led the search to find a solution.

Custom Object, Rollup Helper, Lookup Helper, Customer Success, Industry: Financial Services

Challenge: Simplifying Accounting Processes

Kathryn Cantwell’s company CFO Cloud Consulting is an independent consultant for Accounting Seed, which is an accounting application that’s native to...

Rollup Helper, Customer Success, real-time data, data aggregation, Industry: Financial Services

Founded in 2007, FineMark National Bank & Trust offers a comprehensive array of banking, trust and investment services to their clients. With locations in Florida, Arizona, and South Carolina,...

Rollup Helper, Industry: Financial Services

Rockpool Investments LLP is a financial company that helps build wealth for clients through direct investment in private companies. Their experienced team provides a thorough analysis to clients....

Development Services, Industry: Financial Services

Prosper Healthcare Lending is a patient financing marketplace company headquartered in Salt Lake City, Utah, in the heart of the “Silicon Slopes.” Sitting at the intersection of the healthcare,...

Rollup Helper, Industry: Financial Services, Industry: Healthcare