Case Study: Northern Coast Financial achieves streamlined advisor collaboration and a compliant CRM with Caspio

Financial Services Company Enhances Client Engagement Using Caspio

Northern Coast Financial is a Canadian hedge fund manager that has invested about $350M since 2006 and currently manages roughly $50M with an 18‑person team supporting 50 independent advisors and 350 investors. As the firm grew it needed a simple, secure way to share data and coordinate processes with external advisors, but off‑the‑shelf financial apps were too large, complex or costly and the company had limited IT resources.

Northern Coast adopted Caspio’s low‑code platform and used Caspio Professional Services to build a hosted, compliant CRM and online database, avoiding costly infrastructure and reducing development risk. The solution streamlined collaboration between staff and advisors, improved operational efficiency, and let leadership focus on investor relationships while benefiting from enterprise‑grade security and 99.9% uptime.

Northern Coast Financial

Thomas Jones

President and Chief Executive Officer