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Crestline Wealth

crestlinewealth.com

How this account has gone

2 calls in this window, oldest to newest.

Sentiment across this account's callsfrom +1 to -1
  1. Crestline reports Identity sync delays; Aegis support will move them to dedicated worker and escalate.

    -127 Apr 202642% captured
  2. Aegis will send Identity deployment plan; kickoff to follow

    +124 Apr 202628% captured

What they talk about

Compliance
2
Identity & Access
2
Renewal
2
Infrastructure
1
Support
1

Product footprint

How each product comes up on their calls.

Comply2 mentions
0 in use0 issues2 interest
Detect2 mentions
2 in use0 issues0 interest
Identity2 mentions
0 in use1 issues1 interest
Protect2 mentions
1 in use0 issues0 interest

Competitors in their words1

  • Nextera AuthenticatorCurrently usingthreat 024 Apr 2026
    MFA right now is a mix of Nextera Authenticator and some legacy SMS-based auth

Who is involved4

PersonSideCalls
Derek OwensCustomer2
Rachel TorresAegisCloud1
Sarah ChenAegisCloud1
Sofia PetrovAegisCloud1