Challenge + Opportunity

To boost digital productivity and align with business goals, the independent broker-dealer wanted to consolidate from mixed-vendor product-oriented delivery (POD) teams to streamlined, high-performing single-vendor PODs.

Solution Highlights

Our skilled multishore teams provide scalable, end-to-end capacity, leadership, and outcomes for our client’s priority areas, including data and app modernization, custom development, automation, and advisor and investor experiences.