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Need to securely digitize complex financial services while maintaining regulatory compliance (GDPR, financial regulations), ensuring intuitive user experience for sophisticated investors, integrating legacy systems with modern mobile platforms, and scaling infrastructure to support 10,000+ concurrent users with 99% client retention expectations.
A leading Canadian wealth management firm managing $11B+ in assets, serving high-net-worth individuals and businesses with investment strategies and financial planning solutions.
Projected 30% reduction in client onboarding time through digital workflows, 25% increase in user engagement metrics, $1B+ incremental assets under management through enhanced client accessibility, and 40% faster regulatory compliance adaptation cycle for new financial regulations.