Case Studies

Overcoming a Merchant’s Objections
This case involves a particularly complex scenario involving large sums of money, two different credit cards, and a

Overcoming a Bank’s Initial Skepticism
This case is indicative of how early success can be used as a foundation for a complete victory.

When The Banker Is Easy To Work With
For several reasons, this case illustrates the challenges our clients face on a routine basis. First, it exemplifies

A Regulated Online Brokerage
While this was a somewhat atypical case for us, the details are not uncommon. Many people all over

A Police Report Leads to a Bank Wire Recall
This case involves the loss of a large sum of money and a complex recovery scenario, but ultimate