“Apttus helped us reshape a regulatory issue into competitive advantage with an open-API, SaaS based solution that offered out-of-the-box transparency and reporting, while also leveraging our current CRM investment for instant adoption.”

Managing Director of Client Technology

Large Brokerage Firm Transforms Fiduciary Rule Requirement into New Business Opportunity

Apttus Intelligent Middle Office Platform for Financial Services speeds tailored proposal generation, enables guided selling and drives brand differentiation for major financial services company.

About the Company

A large brokerage firm with 16000 advisors repapered a million plus contracts to be compliant with Fiduciary rule and improve customer experience in the process.

Download the Brokerage Firm Case Study