How can your business benefit from having an app?
Companies often are “stuck” utilizing multiple commercial systems to manage their day to day projects, and/or the systems they do have are lacking in modern software functionality, like integrations, data analytics and reporting, and customer communications. The clients in which we have helped had a realization when contacting us, they were losing out on productivity due to settling with a commercial software or using their original legacy software. For example, Trust Company of Oklahoma came to us looking for a new solution to replace a legacy system and to handle a large part of their operations. We designed, developed, and delivered a cloud-based, all-in-one Advanced CRM, Marketing Event Manager, Account Manager with Portfolio analytics and paperless document management software solution that integrated with your accounting and trading systems to provide real-time account information. Thus the creation of MomentumTrust.