Customer Snapshot: July Business Services

     “The key for us is allowing our non-developers – those who understand and know the content – to create reports. It makes the process of report building much simpler.” – Co-founder and Chief Operating Officer John Humphrey

JulyLogoWho They Are
July Business Services is a 20-year-old retirement plan and payroll services company that helps financial advisors and third-party administrators deliver successful retirement plan strategies through its fully independent, open-architecture retirement plan platform.

What Makes Them Different
The company name says it all. Founders Jim Hudson and John Humphrey named their venture after the month best known in the United States as a time of independence. July Business Services’ core mission is to build retirement security for its customers. JULY brings unbiased, expert knowledge to all facets of the retirement plan process including customized plan design, leading technology, and hands-on implementation and management of the plan. JULY supports clients with an expansive, conflict-free investment platform, including Exchange Traded Funds (ETFs), collective trusts, professionally managed portfolios, and mutual funds.

JulyBizSystCropHow They Use Windward
JULY uses Windward to generate a range of customer reports and documents, including service agreements, fund fact sheets, 20- to 25-page requests for proposals, and pension plan disclosure statements for plan sponsors and participants. Customers can also automatically generate fund sheets.

How Windward Benefits JULY and JULY’s Customers
JULY formerly used an internally developed solution that was inflexible and did not allow the company to create the detailed structure the document output required. Thanks to Windward, customers now receive reports that are clear, engaging and comprehensive.

“The key for us is allowing our non-developers – those who understand and know the content – to create reports. It makes the process of report building much simpler,” said co-founder and Chief Operating Officer John Humphrey.

Interested in Other Customer Use Cases?

Our newsletter snapshots are short overviews of recent customers. If you’re looking for a more in-depth examination of how a business or organization has used Windward’s products, check out our online case studies.