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Dominion Investment Group Case Study

Case Study Published By: Polycom
Polycom
Published:  Mar 13, 2015
Type:  Case Study
Length:  3 pages

The Dominion Group of Companies offers clients a wide range of professional services, including investment advising, trust services, wealth management, and insurance. Based in Virginia Beach, Virginia, the company has three main offices as well as independent affiliate offices in multiple locations throughout the United States. Dominion is a small but growing company, currently employing 40 people.

A recent opportunity for expansion of the trust side of the business required Dominion to branch out from its Virginia Beach headquarters, opening an office in Florida and relocating one of the firmís principals to that location. A top priority during that transition was maintaining effective communication, despite the distance, to limit any disruption to existing client services and workflows.