See How Hire2Retire Can Drive Success for Your Organization |21st Feb 2025|
100 Employees
When financial moves worth millions of dollars happen, it’s important to get every detail right. That’s why many high-net-worth investors trust Cercano Management, a privately held investment management firm based in Bellevue, Washington. Cercano provides top-of-the-line investment advisory services to individuals, family foundations, and charitable organizations, specializing in high-value financial deals. Since its foundation in 2003, Cercano has invested across all stages of corporate development.
With three offices across the United States and one in Singapore, Cercano Management struggled to efficiently organize and update employee profiles between BambooHR and Entra ID (Azure AD). Delays caused by overburdened Sysadmins left new hires stuck waiting to be provisioned with key system access and a negative first day of work experience. A lack of timely access removal upon termination created security risks for high-value clients’ confidential data and personally identifiable information. Cercano management needed to find a solution that could reduce the burden on their Sysadmins and ensure proper employee data synchronization while also providing top-of-the-line data security. After reviewing BambooHR integrations, one solution rose to the top: Hire2Retire by RoboMQ.
RoboMQ implemented Hire2Retire as a fully automated employee lifecycle management and identity provisioning product for Cercano Management. Hire2Retire provided Atlanta Habitat for Humanity with automated, end-to-end, no-code data integration between BambooHR and Entra ID, automatically syncing data between the two platforms upon an employee lifecycle event happening. Thanks to Hire2Retire, Cercano Management could:
Ready to join the wave of companies automating their employee lifecycle management processes with Hire2Retire? Schedule a demo call with us today to see what Hire2Retire can do for your business.
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100 Employees
