Email-to-Case Management Developed on the Salesforce Platform Managing billions in investments with outdated tools is a daunting challenge. That’s what the Data Integrity Group (DIG) at a large state pension fund faced daily —until Propoint stepped in. With a tailored email-to-case management system built on […]
Author: Austin Whatley
Pension/FinTech – Introduction We are excited to share our work in the Public Pension/FinTech sector and how we support agencies in achieving operational excellence! With 18 years of experience partnering with a major California public pension investment office managing $500B in assets, we’ve led numerous […]
Project Overview Propoint Technology, Inc.’s (Propoint) long-standing client is a large state pension. This government pension system manages the successful investment of funds for more than two million pension recipients. This large state pension investment office manages the lifecycle of pension investment transactions/trading in capital markets […]
Project Overview Propoint Technology, Inc. (Propoint) was contracted to provide project management, analysis, testing, and communication services for the implementation of the Electronic Visit Verification (EVV) system. These services supported the implementation of a minimum viable product from start to deployment in four months. Propoint subsequently […]
Project Overview Propoint Technology, Inc. (Propoint) was selected to provide transition services, to represent the State of California in transitioning Electronic Benefits Transfer (EBT) services from the current vendor to a new solution. Due to the large scale of the project, Propoint was engaged to […]
Project Overview Propoint Technology, Inc. (Propoint) provided implementation support for a private equity solution targeting a large state pension system’s weaknesses in the operational process and infrastructure supporting Private Equity investment (PE). Propoint focused on implementing a new services technology solution to manage and account […]
Project Overview Propoint Technology, Inc. (Propoint) successfully implemented a solution for the California Department of Community Services & Development’s (CSD) 2022 California Arrearage Payment Program (CAPP) Energy Utility Debt Relief. This program provided relief to residential utility customers who carried COVID-19 utility debt. Due to […]
Project Overview Propoint architected a comprehensive and thoroughly integrated statewide online wage claim solution using Salesforce Platform Cloud. The California Department of Industrial Relations (DIR) initially only received LCO wage claim forms on paper and in person. During the COVID-19 pandemic, when business could only […]