CASE STUDY

Excellent Customer Service Wins RIA Client

Atlanta Consulting Group began the search for a technology partner by interviewing half a dozen of platform vendors. It chose Venn because of the cloud-based product that provided the firm with top-notch security and compliance features.

The game changer were its mobility features and outstanding customer service during implementation.

What You Will Learn

Venn's smooth transitioning process 
Security features that an RIA firm value
How Venn migrated 30 years of data easily

Powerful Results at a Glance

Group 3064@3x

Mobility Increases Productivity and Remote Opportunity

Group 3074@3x

Easy Access to Protected Apps and Files

Group 3076@3x

Multi-Factor Authentication Enabled for Security