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Case Study

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Case Study
How Flagstar Bank Streamlined Its D&O Questionnaire Process
Tuesday, August 18, 2026 Nasdaq, Inc. See how Flagstar Bank moved away from a time-consuming, paper-based D&O questionnaire process to automate reminders, reduce administrative work, and improve collaboration and compliance.
Case Study
How Triangle Credit Union Built A Predictable Branch Experience
Monday, August 17, 2026 FMSI Five years of data, one clear result: Triangle Credit Union turned unpredictable lobby traffic into a scheduled, staffable operation, growing appointments 334% and shifting 86% of lobby visits from walk-in to planned. See how they did it.
Case Study
How ABCA Reached 1,000+ Daily Member App Logins
Thursday, August 6, 2026 Clowder See how the American Baseball Coaches Association created a year-round mobile member hub that increased resource use, engagement, and retention.
Case Study
CPA Manitoba Cuts Course Access Support Requests by 95%
Thursday, August 6, 2026 TopClass See how CPA Manitoba used TopClass LMS to give members instant course access, automate credentialing, and reduce administrative work.
Case Study
When Flexibility Meets Reliability: How SilverRide and RideCo Deliver Microtransit in Milpitas, California
Thursday, August 6, 2026 SilverRide Inc Great technology needs a great operator. See how SilverRide achieved 100% schedule adherence, grew ridership 38%, and scaled capacity 50% overnight during a transit crisis in Milpitas, California.
Case Study
Unlock Over 4,600 Hours of Accounting Capacity — How a Top 20 CPA Firm Transformed Assurance with Suralink
Thursday, July 23, 2026 Suralink Discover how Eide Bailly replaced DataSnipper, streamlined audit workflows, and boosted efficiency using Suralink’s integrated Workpaper Suite.
Case Study
How GoDurham Increased Trip Capacity 40% Without Expanding Its Fleet
Tuesday, July 21, 2026 SilverRide Inc See how GoDurham integrated SilverRide into existing operations to increase daily trips and on-time performance without any trip returns or additional capital investment.
Case Study
Transform Indirect Lending Members into Engaged Digital Banking Users
Friday, July 17, 2026 Bankjoy How CommunityWide Federal Credit Union turned indirect members into highly engaged digital banking users
Case Study
How One Firm Turned Administrative Time into Advisory Capacity
Thursday, July 2, 2026 Intuit As accounting firms grow, administrative work can quickly become the biggest obstacle to scaling. In this case study, discover how Motta Financial built a modern operating model that transformed manual tax preparation into capacity for higher-value advisory services, stronger client relationships, and continued growth.
Case Study
2026 U.S. Accounting & Tax Pricing Benchmark Report
Wednesday, July 1, 2026 IGNITION APP Discover How Top Firms Are Strategically Pricing for Growth, Profitability, and Confidence.
Case Study
From Compliance to Advisory: The New Standard in Row Crop Accounting
Wednesday, June 24, 2026 Figured See how to move your accounting firm from compliance-focused to advisory-driven and become the trusted advisor your row crop clients actually need. Featuring real-world insights from Empire Ag on how they built a thriving advisory practice.
Case Study
From Crisis to Confidence: How a CPA Firm Revolutionized Their IT
Monday, June 15, 2026 CETROM TX Tired of IT Headaches and Downtime During Peak Season? Learn from a Firm That Conquered Them.