Opportunity
One hybrid RIA recently leaned on our expertise to build a future-ready data/technology platform, reduce legacy applications footprints, simplify data exchange interfaces, reduce manual processes and leverage automation to provide customized user experiences.
How We Solved It
Our process included a review of the hybrid RIA’s existing architecture. That allowed us to identify the pain points and overlap, evaluate the manual processes and provide an analysis of their data interfaces and selected target platform.
Value Delivered
Instead of a cloudy picture with no way to make informed decisions, the client gained a clear understanding of the path to improvement and had a plan to move forward.
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