An investment bank contacted us to help them with a complex short term opportunity. They needed to know the technology & staffing needed to make it happen, and they needed to know fast.

They needed someone to:

• Handle all setup and processing for an unknown number of customers.
• Provide customer support and financial sales services.
• Administer credit checks and perform courthouse records searches.
• Negotiate and arrange for the payoff of prior liens.
• Pass a due diligence visit from officers of a major financial institution.
• Securely handle confidential information.
• Explain the details of a financial program to a mostly post-retirement client base.

Why They Chose PDF

PDF won the project for the following reasons:

• We submitted a complete analysis and proposal within three days of initial contact.
• PDF's development plan offered more features for less cost.
• PDF had a management team ready to stay with the project full-time for as long as needed.
• Document Retrieval Network, a division of PDF, easily managed public records research and resolution.
• PDF's Northern Kentucky-based team had just the right culture and spirit for the demographics of the prospective customer base.
• No other company would consider the required 4-6 weeks to full implementation.
• Our programmers designed the database to give maximum flexibility for quick changes.

The Result

PDF is now the service provider of choice for new opportunities for the customer's core business!

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