# Case Studies

Data Validation in The Age of Audits

Data Validation in The Age of Audits

Like it or not, we are living in the age of audits. From internal teams that scrutinize our processes to regulatory bodies like FINRA and the SEC that scour over client data. The financial services industry has endured these necessary headaches for years, and until...
Customer Success Story: Effective Referral Tracking

Customer Success Story: Effective Referral Tracking

How does a bank-owned broker-dealer support referrals from bank employees while also providing data continuity and transparency? At Terrapin, we’ve designed the Referral Notification Email system which produces automated, personalized emails that communicate the...

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