Putnam Investments

Putnam Investments is a global asset manager and retirement plan provider with over 75 years of investment experience all over the world.

Putnam Investments purchased Contact Canvas in 2010; however, in 2014 after changing their CTI platform to a different vendor, the company purchased an AMC competitive product. After difficult requirement discussions, issues in production that didn’t appear during testing and the need for an operating call center, Putnam contacted AMC again. Not only did Contact Canvas’s platform easily integrate both telephony systems, but offered security customizations, flexibility with click-to-dial and advanced telephony options. Putnam Financial later said of Contact Canvas and AMC, “The product install was easy and it just worked. Support answered our questions and squeezed us into a very aggressive schedule was refreshing.”