Case Study: a leading wealth management firm achieves automated, accurate commission payouts with 27Global

a leading wealth management firm cuts payout cycles from hours to minutes with 27Global

A leading wealth management firm faced a manual, error-prone, and inefficient commission payout process that was heavily dependent on spreadsheets and institutional knowledge, creating a significant risk to scalability and accuracy. The firm engaged 27Global for application modernization and software engineering services to overcome this challenge.

27Global built a cloud-native, configurable system with a dynamic rule engine that automated complex calculations by integrating with Salesforce and Orion. This solution dramatically reduced payout cycle time from hours to minutes, significantly improved financial accuracy, and eliminated costly errors. The scalable platform from 27Global transformed the cumbersome process into a strategic advantage, positioning the client for sustained growth.