Financial Services

Data Integration and Cloud-Based Trading Engine for a Financial Institution

Finance Data Integration and Cloud-Based Trading Engine for a Financial Institution Focus Areas Data Integration IT Infrastructure Business Problem A prominent financial institution group’s outdated IT infrastructure and legacy systems were posing problems with data integration and slow trade execution. The institution, which managed pooled funds, utilized manual processes to integrate data from multiple systems […]

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Automating Cross-Platform Data Transfers and Validation for a Banking Institution

Finance Automating Cross-Platform Data Transfers and Validation for a Banking Institution Focus Areas Data Migration Automation Digital Transformation Business Problem The manual nature of data migration and validation processes impacted the accuracy of financial reports and operational efficiency for a large banking institution. It caused significant delays in data availability due to challenges with managing

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System Optimization and Real-Time Analytics for a Financial Trading Platform

Finance System Optimization and Real-Time Analytics for a Financial Trading Platform Focus Areas Advanced Data Analytics Cloud Infrastructure Machine Learning (ML) Business Problem A financial trading platform’s outdated infrastructure could not handle large transaction volumes efficiently and had slow trade execution speeds, resulting in operational inefficiencies and hindered trades. Additionally, the system did not have

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Performance Optimization and Security Enhancement for a Financial Services Organization

Finance Performance Optimization and Security Enhancement for a Financial Services Organization Focus Areas Cybersecurity Automation Serverless Architecture Business Problem The infrastructure of a financial services firm had not been optimized for performance, exposing it to critical vulnerabilities that could lead to security breaches. Built using Azure serverless functions, the firm struggled with slow performance and

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Agile Transformation and Risk Management for a Banking Institution

Finance Agile Transformation and Risk Management for a Banking Institution Focus Areas Agile Methodology Digital Transformation Risk Management Business Problem A prominent banking institution, which had always used the waterfall methodology, was facing substantial issues while implementing Agile methodologies in its asset management division. The banks faced internal reluctance to change and delayed product delivery.

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Transforming IT Service Management through Agile and Scrum Practices for an Asset Management Firm

Finance Transforming IT Service Management through Agile and Scrum Practices for an Asset Management Firm Focus Areas IT Service Management (ITSM) Agile and Scrum Business Problem An asset management firm was facing substantial challenges with its ITSM operations. With the Waterfall approach, the operations were inefficient, and led to delays in product delivery, operational inefficiencies,

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Enhancing Risk Management and Financial Reporting for a Financial Services Firm

Finance Enhancing Risk Management and Financial Reporting for a Financial Services Firm Focus Areas Automation Digital Transformation Risk Management Business Problem A financial services company generated reports using outdated and manual processes. These existing systems increased operational risks and compliance issues and made it difficult to produce timely and accurate financial reports. Key challenges: Manual

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Enhancing IT Infrastructure and Service Stability for a Financial Institution

Finance Enhancing IT Infrastructure and Service Stability for a Financial Institution Focus Areas IT Infrastructure Business Problem A prominent financial firm was facing frequent outages and disruptions in its mobile and online banking system. Slow incident responses and unreliable infrastructure led to a negative customer experience. Key challenges: Incident Management: Outages and disruptions were common

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Enhancing Personalized Financial Advisory Services for a Financial Services Firm

Finance Enhancing Personalized Financial Advisory Services for a Financial Services Firm Focus Areas Customer Relationship Management (CRM) Digital Transformation Data Analytics and Visualizations Business Problem A mid-sized financial services company was having trouble providing its expanding clientele with individualized financial advice. The company used manual, ineffective, and error-prone procedures to evaluate credit ratings and tailor

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Streamlining Salesforce Integration Post-Merger for a Financial Services Firm

Finance Streamlining Salesforce Integration Post-Merger for a Financial Services Firm Focus Areas Salesforce Digital Transformation Project Management Business Problem A prominent financial services firm had recently undergone a challenging merger and acquisition (M&A) process. Post it, they were having trouble integrating their Salesforce platform across the 11 different organizations under their umbrella, with the integration

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