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Brief

Securing the extended enterprise for the financial industry

Brand ambassadors, sales experts and customer service liaisons. Your partner agents and advisors are worth their weight in gold when it comes expanding your organization’s reach. However, stricter regulations, new data restrictions, and changing service offerings make it even tougher to ensure every member of your extended team is saying—and selling—the same thing. At best, any inconsistency in message results in sub-par customer service, damaging to your reputation. At worst? Your entire company could be flagged for noncompliance, held in disrepute, and subjected to ongoing scrutiny—a permanent threat to financial worth and your organization’s future. Cornerstone’s Extended Enterprise solution helps financial companies manage all of these challenges, and more. Brand ambassadors, sales experts and customer service liaisons. Your partner agents and advisors are worth their weight in gold when it comes expanding your organization’s reach. However, stricter regulations, new data restrictions, and changing service offerings make it even tougher to ensure every member of your extended team is saying—and selling—the same thing. At best, any inconsistency in message results in sub-par customer service, damaging to your reputation. At worst? Your entire company could be flagged for noncompliance, held in disrepute, and subjected to ongoing scrutiny—a permanent threat to financial worth and your organization’s future. Cornerstone’s Extended Enterprise solution helps financial companies manage all of these challenges, and more.

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