WealthVest Marketing, San Francisco, CA / US, is a financial services distribution firm that specializes in high-quality fixed and fixed-index annuities. WealthVest's commitment to delivering innovative marketing tools, an unsurpassed support system, and intellectual capital helps to make the best financial advisors even better.
SharePoint Data Integration case studies
1000+ companies trust Layer2 connectors to manage their business critical data and file migration, backup and integration. Learn more about their specific business cases and how they have solved it with the help of the Layer2 Business Data List Connector.
100+
Apps and Systems
WealthVest Marketing Benefits From SharePoint Data Integration Using Layer2
Requirements & Solutions
There were several issues, such as low efficiency in data management using direct SQL and custom databases. Data often was out-of-date or incorrect because it was not managed directly by the business. Issues could be solved by seamless integration of backend databases into the existing Microsoft SharePoint portal using the Layer2 Business Data List Connector.
Customer Benefits
Data can be managed directly by the business users in Sales, Operations, Marketing, and IT. No new tools or user training required. Existing SharePoint infrastructure is leveraged. No custom development required. Ready in just seconds.
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