| Client Profile | The client is a large regional bank and wealth management firm with $6 billion of assets and over 100 locations. It serves a large spectrum of clients ranging from individual investors to small and mid-sized businesses, as well as large corporations, non-profit organizations and family foundations. It has been aggressively growing through organic business development and acquisition. This organization is a long-standing client of Fi-Tek. |
Global WealthES™ helps reduce TCO and increase operational efficiency for a Large Regional Bank
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Problem Definition |
In 2012, the client acquired another bank with a large wealth management business. The acquired bank used a different wealth management software solution and outsourced operations. Management needed to decide on what would be the best software to operate their business on in addition to the operations model that would best fit the new combined company. |
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Solution Offered |
The bank chose Fi-Tek’s Global WealthES™ solution to support the newly merged entity. Additionally, they decided to handle the operations in-house. The decision was made because of the solution’s compelling value proposition:
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Benefits Derived |
Fi-Tek’s integrated end-to-end platform as well as its strict client focus, and ‘solutioning’ culture which facilitates delivery of customized solutions, resulted in the following tangible benefits for the client:
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