Resources

The Principal Financial Group

Case Studies

The Principal is a leading global financial investment management firm. Founded in 1879 and founded in Des Moines, Iowa, The Principal has more than $539.9 billion in assets under management.

The Principal serves 20.1 million customers worldwide from offices in 18 countries.

The Principal offers businesses, individuals, and institutional clients a wide range of financial products and services, including retirement, asset management and insurance, through its diverse family of financial services companies.

Highlights:

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  • Cumbersome flat files administered by admins were replaced by subscriptions maintained by the individual
  • IT built more than 1,100 subscriptions in a month with xMatter’s drag-and-drop interface
  • International coverage automated for international holidays