Case Studies

Case Studies

Pinnacle provides clients with effective advice. Whatever the challenge - from buying a first home to complicated payment processing - we have worked with clients to find the ideal solution. Below are just a few examples of how we have helped real clients solve real problems.

Imposter Emails Can Be Costly

Business Email Compromise (BEC) is a sophisticated scam targeting businesses that perform electronic payments like wire or ACH transfers. Read just one of the many examples Pinnacle's clients have encountered and our tips for halting the human behavior that leads to losses.

AP Automation Cuts Invoice Coding and Key Entry Time in Half for Franchisee

A rapidly growing franchisee of a prominent quick-serve restaurant brand took Pinnacle's advice and got significant relief from a highly manual invoice and payment processing workflow.

Remote Deposit Saves Time, Money

Jared Stancil, of Nashville-based Anchor Tours, knew there had to be a more efficient way of processing his company’s deposits. And there was.

Businesses Get Local Support for Payment Processing

When two local businesses faced challenges processing credit card payments, they turned to Pinnacle for support.

Water Utility Saves Money by Switching to HSA

Pinnacle, with insurance subsidiary Miller Loughry Beach, helps a local utility save thousands with a new health insurance plan.

Work with Mortgage People You Know

A first-time home buyer finds out why it pays to work with people you know. Pinnacle saved the day after another institution dropped the ball.

A Community Center for Gallatin Shalom Zone

The Gallatin Shalom Zone needed a partner to help realize its dream of building a community center. Pinnacle's experienced advisors were there.

Utility Saves Time with Automated Remittance Processing

Hallsdale-Powell Utility needed a better way to process payments so they could focus on the customer. That's why they came to Pinnacle.

Busy Entrepreneur Manages Personal, Business Accounts Online

Online banking helps a local entrepreneur juggle his business and personal accounts.

Insurance Advisor Becomes Advocate after Tornado

Read about how Miller Loughry Beach insurance helps this local engineering firm get running after a tornado.

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