A Business Roadmap to a 135% Digital Maturity Score
As this investment management firm experienced rapid growth, they were facing increasing challenges due to outdated IT infrastructure and processes. From siloed systems to outdated technology, the client had an increasing dependency on third-party vendors causing delayed customer onboarding and acquisition, hampering business growth.
Manual data manipulation also affected their business processes, operational efficiency, and reporting. This was putting their reputation at stake, and they were losing existing customers.
- Fulcrum conducted an enterprise assessment with the tri-layer approach: business, systems, and technical
- Digital roadmap proposed for IT project initiatives including recommendations for managing KYC process, data integration, and architecture principles
- Enhanced their digital presence with a robust website and client portal focusing on UI/UX using pre-built FulcrumOne components
- Introduced standardized API connectivity between applications