Granite Solutions Groupe’s client, a subsidiary of one of the largest Global Wealth Management firms, was subjected to an extensive risk and regulatory initiative mandated by the non-US parent company. This was in response to the actions of another US-based…

Granite Solutions Groupe’s (GSG’s) client, a San Francisco-based private wealth management firm with a national footprint and offices in Los Angeles, Austin, Florida, and the Pacific Northwest, was running their business on a legacy investment management platform. Building on a…

In this case study we look at how a major financial institution moves its marketing platform from a server-based to a cloud-based product. In particular, we focus on how this change impacted productivity and marketing costs. Opportunity The marketing operations…