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The client faced increasing pressure to modernize their single-tenant desktop CRM platform due to a growing customer base, regulatory demands, and competition. They required a scalable multi-tenant SaaS solution to improve accessibility, reduce operational costs, and integrate real-time data from sources like Thomson Reuters while maintaining uninterrupted business operations during migration.
A financial technology company specializing in research authoring, workflow compliance, content distribution, and client engagement tools for broker dealers, banks, and investment research organizations.
The transformation will enable the client to reduce infrastructure costs by 60%, improve user adoption through enhanced accessibility, and increase revenue potential through new feature monetization. The platform will support 24/7 global operations with real-time analytics, while maintaining compliance with financial regulations across multiple jurisdictions.