Customer Snapshot: Mid Atlantic Capital Group

“We don’t know of another reporting tool that is this flexible during design and can still perform to enterprise standards in a high volume, high availability environment.” — Paul Schneider, Group CEO, Mid Atlantic Capital Group

mid atlantic logoWho They Are

Mid Atlantic Capital Group is a leading financial services organization that provides a wide array of brokerage, advisory and trust services to a diverse national client base of financial advisors and institutions, asset managers, and benefits administrators through its various subsidiary companies.  Mid Atlantic is dedicated to helping business partners provide first-class service to their clientele.

Mid Atlantic is committed to teamwork, innovation and reliability. As its custody, brokerage, trade processing and advisory businesses surpass the $70 billion mark in account assets, Mid Atlantic knows that this commitment is working — for the organization and for those who rely upon it. Mid Atlantic prides itself on meeting the most challenging demands of leading institutions, financial advisors and their clients.

Mid Atlantic Sample Template

A Mid Atlantic report with sample illustrative data.

What Sets Them Apart

The organization’s success reflects a long-held philosophy of combining the ethic of relationship-centric customer service with a sharp focus on advancing technology to produce operational efficiencies and competitive advantages. In today’s marketplace, customers appreciate Mid Atlantic’s financial strength, reputation, and commitment to performance as a non-competitive partner.

How They Use Windward

Mid Atlantic uses Windward in virtually every function of its business. This includes client statements, investment fact sheets, invoicing and even automated check production.  The Windward Engine works equally well for the organization when it is producing tens of thousands of month-end statements or producing on-demand fact sheets generated in real time when requested by clients through web portals.

“Windward allows us to go beyond typical report writers that are built primarily for tabular reports,” said Paul Schneider, Group CEO. “By using Word and Excel as our template designers, we are able to create compelling communications instead of just typical reports.  We don’t know of another reporting tool that is this flexible during design and can still perform to enterprise standards in a high volume, high availability environment.”

How Their Customers Benefit from Windward

Since uses of Windward are embedded in Mid Atlantic’s services, Schneider noted, his organization “gets to take credit for all of the efficiencies that Windward creates for us.

“Our clients just know that we have customized communications that go above and beyond what our competitors are able to produce,” he added. “This in turn allows them to provide a superior experience to their clients.”

Interested in Other Customer Use Cases?

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

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