# New Features

Customer Success Story: Effective Referral Tracking

Customer Success Story: Effective Referral Tracking

How does a bank-owned broker-dealer support referrals from bank employees while also providing data continuity and transparency? At Terrapin, we’ve designed the Referral Notification Email system which produces automated, personalized emails that communicate the...

Customer Success Story: Asset Tracking and Reporting

One of our clients came to us with a problem; how to meet property transmit rules for managed money and mutual funds. Our solution: a workflow module for tracking, monitoring and reporting on the location and status of customer funds. We started the conversation by...

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