Case Study: Kay Holdings achieves centralized real-time reporting and a $1.5B high-water mark with Velosio

Focus on Data Centralization for Aligning Objectives

Kay Holdings, a wealth management firm serving private investors, corporations, hospitals and endowments, faced an outdated CRM that couldn’t integrate with Microsoft Outlook, centralize communications, or provide daily portfolio values—hindering growth as they expanded into investment management. To address these gaps, Kay Holdings engaged Velosio to modernize their system and enable real‑time client reporting, deploying Microsoft Dynamics 365 for Sales as part of the initiative.

Velosio performed an architecture analysis and implemented a centralized, interoperable solution—integrating email, calendaring, standardized documents and reporting—to deliver real‑time portfolio data and consolidated reporting tools. The result was faster, more accurate reporting, improved operational excellence and client satisfaction, and a measurable business impact: Kay Holdings achieved a $1.5 billion “high water mark,” attributed to better asset tracking and real‑time data enabled by Velosio.

Kay Holdings