FREE Case Studies

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ERI’s flexible, reliable OLYMPIC Banking System in action
by: ERI Bancaire | Date published : September 2016 [Download]
Seeing Through the Clouds: How Investec Asset Management Entered the Digital Jetstream
Investec Asset Management
by: Cloudfind | Date published : May 2015 [Download]
Sanlam Private Investments
SS&C’s Outsourcing Services have helped Sanlam Private Investments bolster its operations to provide world-class global wealth management capabilities
by: SS&C | Date published : 2015 [Download]
Reich & Tang case study
Reich & Tang is the industry’s leading one-stop shop for sweep options and cash-management services with a focus on short-term cash investing.
by: SS&C | Date published : 2015 [Download]
Bank Cainvest
Bank Cainvest enhances customer service with IPBS private banking and wealth management system
by: IPBS | Date published : 2013 [Download]
Dartley Bank and Trust
Dartley Bank and Trust Maintains Efficiency with IPBS
by: IPBS | Date published : 2014 [Download]
No heavy lifting
How Brooks Macdonald lightened the load for its investment committee
by: BITA RISK | Date published : December 2014 [Download]
Transformational (and testing) times
Amid the financial crisis, 2008 may not have seemed a particularly auspicious time to launch a new wealth management firm.
by: BITA RISK | Date published : Novemer 2014 [Download]