Archives: Case Studies

Case Study
Jan 30, 2025

New Trading Desk Enables Continued Growth for Top 10 US Bank

Following the merger of two major financial institutions, our client—a top 10 US bank—needed to expand their suite of offerings to attract new Fortune 500 clients and increase their competitive advantage. Learn how our expertise in complex capital market solutions helped us establish a state-of-the-art trading desk to fuel future growth.

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Case Study
Jan 29, 2025

Centralized Reconciliation System Transforms Payments Company’s Treasury Operations

A rapidly growing unicorn payments company, faced challenges managing payments across a complex and expanding ecosystem. Learn how we created a centralized solution to streamline data management, ensure compliance, and maintain trust with stakeholders. 

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Case Study
Jan 24, 2025

Future-Proofing a Payments System for Scalable Growth

Our client, a rapidly-expanding payments company, needed to lay the groundwork for their next-generation payments platform. Their existing payments system was outdated and lacked the scalability and flexibility required for future growth. Learn how we built a façade around their legacy system to modernize their payment management processes without disrupting ongoing operations.  

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Case Study
Jan 23, 2025

Reimagining the User Experience for a Top 10 US Bank

A top 10 US bank recognized the need to improve the user experience within their Corporate & Investment Bank’s operations. They lacked a clear definition of their diverse user base and struggled to design intuitive interfaces and experiences that met the specific needs of different user groups. Learn how we created a single source of truth that would drive user adoption.

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Case Study
Jan 20, 2025

Modernizing Business Intelligence Infrastructure with Azure and AI-Driven Solutions

A regional credit union had outgrown their current business intelligence system, which was an on-prem data warehouse that was both heavily reliant on manual processes and lacked scalability. This limitation created a backlog of essential reports needed for tasks such as loan prospecting and risk assessments, making it difficult for our client to understand their customers and develop tailored products to meet their needs. Learn how we helped.

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Case Study
Jan 16, 2025

Discovery Workshop Empowers Transportation & Logistics Organization to Modernize Mission Critical Application

Our client, a nationwide transportation and logistics provider, had a legacy credit processing application that was not scalable and had error-prone, time-consuming inefficiencies that were adversely affecting employees and customers. They wanted a better understanding of how to move towards modernization with the least amount of risk involved. Learn how we helped.

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Case Study
Jan 16, 2025

Modernized Application Provides Faster Time to Revenue for Nationwide Transportation & Logistics Company

A nationwide transportation & logistics client was struggling with a legacy application that was plagued by error-prone and time-consuming inefficiencies. This application was essential for winning new business, so its inefficiencies meant that our client wasn’t able to realize revenue as quickly. Learn how we created a modern, user-friendly product to help them achieve faster time to revenue. 

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Case Study
Jan 15, 2025

Centralized Reconciliation System Transforms Payments Company’s Treasury Operations

Our client, a rapidly growing unicorn payments company, faced challenges managing payments across a complex and expanding ecosystem. With operations spanning multiple platforms and payment methods, the decentralized nature of their payments data hindered their ability to achieve accurate reconciliation and meet stringent audit requirements. Learn how we created a centralized solution to streamline data management, ensure compliance, and maintain trust with stakeholders.

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Case Study
Jan 14, 2025

Optimizing Compliance: A Broker-Dealer’s Path to Cost-Effective CAT Reporting

A leading broker-dealer faced a regulatory mandate to comply with SEC Rule 613, also known as the Consolidated Audit Trail (CAT), for their cash equities sales & trading operations. Learn how we helped them determine the most effective approach to meet these new regulatory requirements.

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Case Study
Jan 13, 2025

Centralized Insights, Accelerated Outcomes: Enhancing Transportation Engineering Analytics

A leading global retailer’s transportation engineering team had a large amount of siloed data spread across multiple systems, leading to inefficient, manual workflows. Without automated quality checks, they struggled with errors and inconsistencies in their reports, which slowed decision-making and hindered progress. Learn how we created robust reporting dashboards to enable better decision-making and uncover deeper insights across the entire transportation engineering organization.

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Case Study
Dec 27, 2024

Breaking Down Data Silos for EPOCH Senior Living

EPOCH Senior Living operates 16 senior living communities across New England and Westchester, NY. As the company grew, they realized their tech stack was slowing them down and not providing the data they needed to make timely business decisions. Learn how we created a single source of truth for their data to help them increase occupancy rates and reduce operational costs.

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Case Study
Dec 11, 2024

Revolutionizing Cancer Research with Powerful Data Visualization

A world-renowned research hospital with one of the largest laboratory testing facilities in the country needed to redesign their genetic research dashboard to support oncologists and hematologists in identifying key factors correlating to certain cancer types. Learn how we helped them work towards their goal of reducing the number of tests and panels needed to identify a timely and effective treatment plan for each patient. 

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