A leading developer of enterprise-class advisory software solutions for financial services institutions
Provides a wealth management solution that enables financial advisors and asset managers to leverage a single, integrated desktop to acquire clients, create personalized finance plans, select investments and manage portfolios in a compliant, collaborative manner
The Situation
Client wanted to cost-effectively enhance its product and rapidly release it to market in sync with evolving financial market demands
Needed to partner with an R&D services firm that could transform business requirements into enterprise-class software and customize the product based on end users´ demands
Partner must provide business analysts who could analyze and visualize changing financial scenarios
Team should be flexible in size and be able to move easily between core product development and custom implementations
The Engagement
GlobalLogic built a team of offshore engineers to augment Client´s core development and customization teams
Played a major role in evolving the product into a full-fledged advisory desktop, starting with the UI framework and a set of platform components
Created demos and proof-of-concepts that contributed significantly to winning new business for Client
Enhanced Client´s customer satisfaction by tailoring the core product to meet specific customer requirements, from architecture to QA
Provided support for live deployments at end users´ sites
Helped deploy the product as a SaaS model to third-party servers and provided 24x7 maintenance
The Results
GlobalLogic delivered 6 major releases and numerous minor releases during the 5-year partnership
Enabled Client to maintain its competitive advantage through cutting-edge features like compliance, alerts, MIS reporting, entitlement, etc.
Client Feedback
GlobalLogic was ranked highly on its Customer Satisfaction Survey, earning good ratings on all performance critiera
Client´s end users provided good feedback on GlobalLogic´s technical and financial knowledge, diligence, ability to understand different systems and ability to understand customer requirements