Case Study of The Dimirak Companies

Company Overview: Dimirak Securities Corporation is a California C-Corp. located in North County San Diego. Dimirak Securities is registered with the U.S. Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), a Self-Regulatory organization (SRO), and is a Member of the Securities Investor Protection Corporation(SIPC)…



Case Study of The Dimirak Companies


The Business Problem: As a Managing Broker Dealer, Dimirak provides many services to its clients: marketing, due diligence tours, webinars, mailings, back office support, investor relations and presentations. To effectively manage the delivery of its services, Dimirak has a put in place a number of systems leveraging many data sources. However, having multiple systems accessing multiple sources of data was causing miscommunication and loss of time and productivity. Read further for The Dimirak Companies


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