Customer Stories
Discover how Terrapin Technologies helps wealth management firms see the big picture, increase profits, and reduce risk.
How Wintrust Navigated a Major Custodian Conversion with Confidence
See how an independent data foundation ensured continuity and control during a $15B custodian conversion.
“The piece I didn’t worry about was Terrapin because they knew us so well. When you asked them a question, they knew exactly where in the code the output is coming from. That type of understanding of our business is invaluable.”
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Automating Advisor Compensation at Suncoast Credit Union
Discover how automation helped streamline advisor compensation and improve cross-department coordination.
“Leadership teams and advisors alike now have access to transparent, straightforward compensation reports, boosting confidence and reducing questions and follow-up.”
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United Brokerage Services Turns Direct Business into a Strategic Asset with Terrapin
Learn how Terrapin supports United Brokerage Services’ direct business model paving the way to consistent and scalable growth.
“Terrapin’s platform enabled United to process commission and payroll accounting for all lines of business, better administer the supervision and surveillance requirements of direct business and automate trade exception identification and review.”
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Streamlining Advisor Succession and Sunset Planning with Data-Driven Efficiency
Learn how Northwest Financial Advisors improved efficiency and supported advisor succession planning by automating compensation processes.
“Working with Terrapin Technologies has delivered enormous value to Northwest Financial Advisors. Without having to hire additional staff to process spreadsheets manually, Terrapin’s technology supports our crucial need to quickly and accurately manage advisor compensation.”
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Data Automation Fuels Growth: Transforming Back-Office Operations
Discover how data automation transformed a wealth management firm’s back-office operations, enhancing efficiency and supporting significant growth.
“Terrapin’s platform drastically reduced the potential for human error. Errors that previously led to office-wide confusion are now easy to identify and resolve, thanks to a centralized data source. “
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Replacing Legacy Technology Platform Yields Increased Efficiency and Production
Learn how Terrapin overcame numerous implementation challenges when replacing a legacy technology platform for a Fortune 500 brokerage firm.
“The streamlining and automating of tedious manual work allowed the company to consolidate processing teams, which led to significant cost savings and more compliant processes.”
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Fulton Financial Streamlines Commission Processing With Terrapin Technologies
This customer story explores how compensation management software streamlined commission processing for Fulton Financial Advisors.
“Terrapin is familiar with our industry. From an operations perspective, this really helps minimize risk for reporting on compensation, especially for internal and external audits.”
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Business Process Automation Reduces Overhead And Mitigates Compliance Risk
Learn how a Fortune 500 wealth management firm increased efficiency and improved compliance processes with workflow automation.
“The results of automating these manual processes delivered significant efficiency gains and reduced costs, leading to a 90% decrease in the time spent onboarding these accounts.”
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