Industry: Financial Services
Implemented by Progress Partner Dock9
Established by an experienced team of senior executives from a broad range of backgrounds, Castle Trust provides investment and mortgage products, placing the highest importance on treating customers fairly. Castle Trust's old website was difficult to update and did not allow satisfactory lead management. Together with Dock9, Castle Trust seamlessly integrated Progress Sitefinity CMS with Silverpop and Rakuten and introduced custom functionality, utilizing QR codes, which enabled them to start attributing leads coming from offline paper forms.