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Customer Experience

Customer Success

Western Financial Group take their business into the future

With analytics and business intelligence becoming more and more important to their operations, Western Financial Group sought out to find a brokerage management system that was architecturally constructed to let them access their data anyway they could possibly want it. Following a rigorous vetting process, Western selected Applied Epic. Not only does Applied Epic provide the brokerage with complete access to their data, it lets them easily customize their workflows to make them uniquely Western’s. Watch this Success Story to learn more about how Western Financial Group is using Applied Epic to streamline reporting, simplify workflows and increase productivity to drive business results and take their business into the future.

"I think the future is really bright with this platform underneath us."