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Stories of Customer Success

Cirrus Insight Customers use smart, simple, and seamless solutions that allow them to compete, grow their customer base, and attract top talent.

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CMIT Solutions

CMIT needed better customer data to drive more effective marketing for their franchisees. Franchisees needed better functionality to serve their clients. Cirrus Insight helped them get both.

Top20Global

Top 20 Financial Firm takes their Technology from Legacy to Legendary

Over 5000 Advisors rely on Cirrus Insight to Deliver an excellent client experience, lasting relationships, and Advisor productivity.

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How Cirrus Insight Helps PCBB Book More Prospect Engagements

Prospect meetings are central to acquiring customers and building lasting relationships. Removing the friction of scheduling and booking meetings results in more meetings and more customers.

BarberFinancialGroup

A Better Client Experience, For More Client Referrals

Barber financial centers their business on creating an excellent client experience while reducing operational overhead. Cirrus Insight is the technology they use to make this a reality.

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RMB Capital Opens A Doorway To Salesforce Through The Email Inbox.

The path to bringing critical customer data into Salesforce is simple and seamless for RMB with Cirrus Insight.

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One Medical Passports Creates a Better Customer Experience with Cirrus Insight.

Learn how Cirrus Insight helped One Medical Passport route cases for a better customer experience, book meetings with ease and keep their CRM up-to-date.

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Cirrus Insight helps Wenger save 40 hours per day every day

Wenger, a leading manufacturer of performing arts equipment, achieves a 1-click user experience between email, Salesforce, & Sharepoint. Users can now live in their email inbox without toggling across multiple applications.

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