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Client Profile

  Clients

At UNAPEN, customer support is fundamental to our strategy. Since much of our new business originates from referrals, we put a great deal of work into satisfying our clients.

  Networking, IT Support & Business Continuity

UNAPEN’s unique combination of products, services and industry experience has provided a framework for success for firms of all sizes and types. Diane DeBono, VP and Director of Operations at Trillium Asset Management Corporation, concurs:

“For over 15 years, UNAPEN has provided us with a number of services, including Business Continuity Planning, Network Support, IT Consulting and Integration with Advent software products. In every instance, we have been extremely pleased with their knowledge and execution—we are delighted to have such a business partner.”

  ClientRep™ Custom Reporting & Executive Consulting Services

Laurie Long, VP of Operations at St. Germain Investment Management, has firsthand experience with UNAPEN’s diverse capabilities:

“We have worked with UNAPEN since 2004. The relationship began when (UNAPEN CEO) Joe Walker provided us with extremely valuable consulting services that quickly resolved a set of complicated issues our internal technical staff had struggled with for years. Since then, UNAPEN has provided customized solutions that helped us use AXYS more efficiently as well as products like ClientRep™ that streamlined our operations and increased productivity. The more we learned about UNAPEN’s suite of services and solutions, the more we realized that we had a true partner committed to our long term success, not just a vendor looking for a quick sale.”

  ClientLogix™- Client Relationship Management & Business Intelligence

Ferguson Wellman Capital Management was looking for a client relationship management system that provided much more than typical “off-the-shelf” CRM offerings. Shawn Swagerty, the firm’s Director of Information Systems, says:

“We found ourselves bottlenecked and stymied with our former CRM. We needed true, configurable CRM functionality: putting the power and data in the hands of our people, and giving us dashboards to guide our business processes as we continue to grow and evolve. After evaluating our incumbent vendor’s solution and a dozen CRMs, we chose UNAPEN’s ClientLogix—it was simply the best fit.”