GUIDANT FINANCIAL GROUP

Guidant Financial Group is the leading provider of self-directed IRA services and small business financing solutions. Guidant’s products enable retirement-account holders to invest their tax-deferred or tax-exempt retirement dollars (including 401(k)s and IRAs) into innovative assets such as real estate, tax liens, businesses, franchises, private loans, and more – all in addition to the traditional securities market. http://www.guidantfinancial.com/

Previous Business and System Challenges:

• QuickBooks did not support their rapid growth and need for more sophisticated financial management tools

Why Workday?

• Seeking to implement SaaS solutions to meet 100% of their enterprise needs
• Potential to integrate tightly with enterprise-wide Salesforce.com CRM
• Robust business analytics