SITUATION

Our client relied on a technology that is approaching end-of-life support for one of their custom applications. Their tax form generation process was approaching obsolescence, which could have resulted in costly errors and legal…

SITUATION 

Our client needed to optimize and consolidate its money movement functions across its different applications including Portfolio Cash Management, Point of Contact Redemption Processing, and Core Brokerage Processing. The…

SITUATION ​

Our client needed to consolidate and automate their consumer data collection and streamline marketing campaign circulation. They had previously outsourced customer data collection…