Whitepaper · Adoption

The Art of Change Series: Collaborating for Success

Developed and Delivered a targeted communication and training program across various business units and 3rd party vendors.


One of the world’s largest and Premier providers of retail and institutional financial services with 15,000+ sales personnel needed to transition from an externally hosted portfolio management and securities trading platform to an internally hosted platform without an impact to revenue production in order to maintain their competitive edge.

JPW provided the scale, flexibility and expertise required to successfully transition the end-users from the legacy platform to the new platform in the specified time-frame. The integration of the JPW team to the initiative allowed the project sponsors to focus on their core competencies and utilize the management, planning, communication and training expertise of JPW Consulting.

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Practical, experience-backed guidance from JPW’s Salesforce-certified consultants – no fluff, no sales pitch.

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