Case Study: a leading wealth management firm achieves 8x faster, more accurate operations with 27Global custom software

a leading wealth management firm boosts speed, efficiency and accuracy 8x with 27Global

a leading wealth management firm based in Kansas City faced challenges with inefficient, disconnected software packages that led to high error rates and manual data entry as the firm grew. They engaged 27Global for custom software engineering and consulting services to build a solution that would support their unique business model and improve client service.

27Global developed a custom client-facing system that automated manual processes and integrated across the firm's platforms. The solution resulted in an eight-fold average improvement in speed, efficiency, and accuracy. The client reported tremendous internal and client feedback, moving from having no solution to what they consider a best-in-class system.