The firm at the centre of this case study, is one of the leading FinTech enterprises in the Southeast US region that is focused on solving the financial industry’s structural challenges around data, scale, and security. They have worked with multiple enterprises, including ten of the largest global private banks, across four continents, which gives them the edge to build a system that is unmatched in the FinTech industry.

Their goal is to deliver meaningful and measurable financial intelligence to those who manage sophisticated multi-asset, multi-manager, and multi-currency investment portfolios. One of the leading players in the industry, they are empowering their customers with greater control and oversight over the management & preservation of their multi-generational wealth.

The Challenge

• Enhancing Performance
• Cutting Costs
• Improving Security