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Fwd: Case study draft - need anonymized version for portfolio
Can you anonymize this case study? We want to use it in our portfolio but the client never approved the use of their name.
---------- Forwarded message ---------
On Monday, March 3, 2026, Helen Park <helen@meridiandigital.com> wrote:
Here is the draft case study for the Westbrook Financial project.
Westbrook Financial Group, a mid-market wealth management firm with offices in Charlotte and Raleigh, engaged Meridian Digital in September 2025 to rebuild their client portal. The project was led by their CTO, James Whitfield (james.whitfield@westbrookfg.com), who identified three critical issues with the existing platform.
After a 14-week sprint cycle, the new portal launched in January 2026 under project code WF-2025-0847. The results: client satisfaction scores increased from 67% to 89%, support tickets dropped 34%, and AUM-per-advisor improved by $2.3M on average.
David Chen, VP of Client Services (ext. 4127, david.chen@westbrookfg.com), noted that advisor onboarding time fell from 3 weeks to 4 days.
Helen Park
Meridian Digital | Content Manager
---------- Forwarded message ---------
On Monday, March 3, 2026, Helen Park <helen@meridiandigital.com> wrote:
Here is the draft case study for the Westbrook Financial project.
Westbrook Financial Group, a mid-market wealth management firm with offices in Charlotte and Raleigh, engaged Meridian Digital in September 2025 to rebuild their client portal. The project was led by their CTO, James Whitfield (james.whitfield@westbrookfg.com), who identified three critical issues with the existing platform.
After a 14-week sprint cycle, the new portal launched in January 2026 under project code WF-2025-0847. The results: client satisfaction scores increased from 67% to 89%, support tickets dropped 34%, and AUM-per-advisor improved by $2.3M on average.
David Chen, VP of Client Services (ext. 4127, david.chen@westbrookfg.com), noted that advisor onboarding time fell from 3 weeks to 4 days.
Helen Park
Meridian Digital | Content Manager
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