Case Study: Balancing Global Regulatory Compliance with Regional Profitability

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.…

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Case Study: Change Manager or Evangelist?

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…

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Case Study: Marketing Operations Upgrade

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…

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