SITUATION
Our client’s marketing data was fragmented across agencies, platforms, and systems. Teams lacked visibility into how upper-funnel activities (e.g., impressions, clicks) influenced bottom-funnel outcomes…
SITUATION
Our client was going through a significant growth phase. Due to a lack of internal bandwidth and capacity issues, the client needed a partner who could create and facilitate an…
SITUATION
Our client, a large financial services firm, operated a call center to support customer inquiries. That call center received nearly 50 million calls each year. As part of regulatory compliance and quality initiatives, a…
Each quarter, Everforth Apex’ Grants for Good program awards a nonprofit organization a $1,250 grant.
It’s an important way for our consultants, clients, and Everforth Apex to contribute to nonprofits and positively impact the communities…
SITUATION
A large financial client was migrating legacy systems to a new, single platform to enable the organization to provide a comprehensive, modern, and fully integrated advisor and client experience that supports front-, middle-, and…
