Case Study

Learn how IMS Client, SPI Advisory, has been able to grow and scale their firm with IMS.

Download this case study to see how SPI Advisory, uses IMS to accelerate capital raises, to accommodate a larger number of investors, and to grow the firm.

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"[Without IMS,] we would not have been able to grow as a company like we have. Without a database, we would have been stuck in such slow processes and unable to expand to a larger pool of investors."

Jennifer Warder
Director of Operations
SPI Advisory

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