Success stories

Scaling Growth: How Coforge empowered a Top Broker-Dealer to double its Advisor Network

Written by Admin | Jul 15, 2024 10:40:06 AM

This case study explores how Coforge helped a leading North American broker-dealer, with over 24,000 advisors, achieve its ambitious growth goals. The client faced challenges with its legacy advisor application system, hindering its ability to onboard new advisors efficiently.