Client Spotlight

”Being able to walk through the story of our holdings in detail brought the nuances of our process to life and allowed us to provide more depth than we had in the past,” says Sarah Westwood, Partner & Portfolio Manager at Eastern Shore. Read more on this investment team.”

"Bipsync saves us 2,200 hours per year, which more than one full-time employee...” Henk Jonker, Senior Investment Analyst of Triodos shared in a recount of the Bipsync RMS adoption. Henk shares more insights from the asset management perspective in the below case study.

“We recently sat down with Jeremy Frenkel, CFA, Equity Analyst at Colorado PERA to discuss how the investment team uses modern research tools to manage stakeholder benefits of 620,000+ public employees. From the perspective of a pension, read the full blog below.”

Here at Bipsync we’ve been lucky enough to work with some amazing and innovative clients. Our Customer Success and Product teams are in constant communication with them, iterating, ideating, and applying new learnings based off of feedback. Rather than keep these discussions behind closed doors, we’ve reached out to some of our clients to share what they’ve learned during their tenure working with Bipsync.