A Scalable Compliance Strategy Must Deliver:
Templated Workflows Built on Intapp, Delivered by Helm360
Benefits of Helm360’s Templated Model
“Migrating to a new financial solution can be stressful regardless of the level of effort and advance planning. With Helm360, our transition process was successful thanks to their skillful team and genuine concern for us as their client. We found them to be knowledgeable, patient and very attentive. When questions arose, they took the time to ensure the solution was presented in an understandable manner. Above all, they listened. This careful attention sets Helm360 apart from other vendors and was instrumental in our Elite 3E Cloud conversion project.
Due to their outstanding performance, we also engaged them for our Intapp New Business Intake Integration with a very aggressive timeline; and again their excellence prevailed. This particular project required extensive customizations providing noteworthy results. We are always confident that Helm360 is only a phone call away no matter what the request might be.
Thank you Helm360 for the amazing partnership!”
— Frank F. Pittard , Executive Director, Gentry Locke
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