Client Story

IMA Financial Group

IMA Financial Group used Semarchy xDM to pull together 96 loose applications and legacy systems to support the business with a meaningful master data and governance framework that has paid big dividends.

The IMA Financial Group, Inc. is a diversified financial services company focused on protecting the assets of its widely varied client base through insurance and wealth management solutions. Because IMA is 100-percent employee-owned, the company’s nearly 700 associates in Colorado, Kansas, Michigan, and Texas are empowered to provide customized solutions for their clients’ unique needs.

For more information on their lessons learned during implementation and best practices on the way to building an optimized data infrastructure with a reliable golden record at IMA, please download the slides from a presentation by Michelle Vercellino, CIO at IMA Financial.


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