Author: Austin Whatley

Video: Pension/FinTech – Introduction

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 […]

Case Study: Salesforce Email-to-Case Management

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 […]

Case Study: Statewide Electronic Visit Verification

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 […]

Case Study: Private Equity Solution

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 […]

Case Study: Statewide Online Wage Claim Solution

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 […]