A Business Roadmap to a 135% Digital Maturity Score

135%
Anticipated Digital Maturity Score
2x
Improved Customer Digital Experience
66%
Improved Customer Digital Experience
QUICK STATS
Industry
Brokerage, Finance
Technologies
UiPath
Company Size
$10-50M
Domain Area
Business Process Management
135%
Anticipated Digital Maturity Score
2x
Improved Customer Digital Experience
66%
Improved Customer Digital Experience
QUICK STATS
Industry
Brokerage, Finance
Company Size
$10-50M
Technologies
UiPath
Domain Area
Business Process Management
Business Challenge

As this investment management firm experienced rapid growth, they were facing increasing challenges due to outdated IT infrastructure and processes. From siloed systems to outdated technology, the client had an increasing dependency on third-party vendors causing delayed customer onboarding and acquisition, hampering business growth.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.

Solution
  • 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
Benefits

135% anticipated digital maturity score from 2021 to 2023

Up to 66% reduced manual effort through process automation

Reduced manual steps from 15 to 10 using process automation

2x improved customer digital experience with a new, effective client portal

Don’t Just
Take Our
Word for It…

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Drop us your details and one of the Fulcrum team will reach out within one working day.

    Let's Talk

    Drop us your details and one of the Fulcrum team will reach out within one working day.