Case Studies

Financial Services institutions are gaining productivity and enhancing employee communication and collaboration using WebEx WebOffice. WebEx has interviewed many customers in the Financial Services Industry. Here are sample case studies synopses with links to the full stories.

Danversbank is a one-billion dollar financial institution operating out of thirteen locations in Massachusetts. Danversbank uses WebEx WebOffice to facilitate secure online sharing of confidential financial documents with its Board of Directors and to improve knowledge management in its operations. "In a typical week, about 75-80% of our 250 employees visit our WebOffice. They use it as both a work resource - accessing documents and other files - and a way to learn what’s happening around the bank," - Cheryl French, Manager of Corporate Communications.

General Mills Federal Credit Union (GMFCU) serves 20,000 customers with 65 employees in 5 states. GMFCU uses WebEx WebOffice to improve customer service, streamline interdepartmental communications and facilitate employee communications. "We absolutely love the WebEx WebOffice Document Manager because it’s the definitive place where all our documents - policies, procedures, loan and savings rate sheets, etc. - are stored and its searchability is great," - Kathy Dahl, Marketing Specialist.

TEG Federal Credit Union is a member-owned, not-for-profit financial cooperative association in upstate New York. It uses WebEx WebOffice to update tellers and financial services representatives on new financial offerings, services, member specials, and fee schedules. "We’re saving thousands in IT salary dollars per year with WebOffice, not only because we didn’t have to build a solution ourselves, but because we don’t have to hire a person to maintain it," - Joan Zazzaro, IT Manager.

World Family Financial is a financial services firm. It uses WebEx WebOffice to manage its sales leads. "One of WebEx WebOffice’s greatest assets is its ability to track and manage the progress of thousands of sales leads. We input new leads into our WebEx WebOffice databases daily and can distribute the information to our staff instantly,” - Isaac Voss, CEO.