Wellby Financial Client Interview with Danielle Douglas
· 09.04.2024 · 01:16:13 ··· ··· Tuesday ·· 2 (2)
OnePlan Explore the digital transformation success of Wellby Financial Services, a leader in the financial services industry based in Houston, Texas. Danielle Douglas, VP of the PMO, reveals how transitioning to OnePlan propelled the company beyond the challenges of siloed operations and lack of transparency across its numerous divisions and departments.
Learn how OnePlan's strategic adaptive portfolio management, ease of configuration, and seamless integrations enabled Wellby Financial to enhance prioritization, collaboration, and governance. Dive into the journey that led to improved decision-making, reporting transparency, and a unified approach to managing over 60 application replacements and additions, aligning every initiative with the company’s strategic goals and driving significant advancements in portfolio management.
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