Client Case Studies
“The most important benefit of Cobalt is how it empowers the team to stay on top of our investments and prevent business-building errors.” – James Orsillo, CFO
In this Q&A with James Orsillo, Underscore’s Chief Financial Officer, learn about the challenges the firm faced prior to implementing Cobalt and the benefits they’re seeing with the platform in action.
Before implementing Cobalt, some of Underscore’s challenges included:
- Fragmented information
- Too much busy work
- Drag on growth due to manual record keeping