Case Study: a large investment company achieves streamlined portfolio management with Euristiq

Large Financial Services Company - Customer Case Study

The large financial services company, an investment firm based in London, sought to modernize a legacy system for managing climate and social impact investments. They partnered with Euristiq for assistance with this digital transformation, which involved making key technical stack decisions and integrating with a payment system.

Euristiq developed a new internal management platform that acts as an intermediary for financial operations, synchronizing data between the investment enterprise and a third-party transaction system. The solution automated data collection from various sources, minimizing the human factor in information management. The result for the large financial services company is a robust financial platform that now handles over 63,000 investors and £10.6 billion in funds.