Enterprise-level technology implementations are known for being a challenging and complex process. Shoddy planning, poor communication, and corrupt data can be detrimental not only to the project but to the organization as a whole. A study on ERP projects found that 28% percent of organizations rated their latest implementation as a failure. It’s no wonder that […]
What is a Business Case and Why You Need One Building a strong business case for technology investments is critical. Many projects fail due to poor project planning or lack of executive buy-in and support, or a combination of each. Building a business case will help lay the groundwork for a solid project plan as […]
Implementing a Financial Technology System A frequent topic of conversation we have with investment services firms is the importance of implementing a financial technology system. As firms grow, they soon realize that manual processes and managing disparate data sources is no longer a sustainable practice. This reality is especially true for firms undergoing a merger. […]
SUMMARY In this Customer Success Story, learn how Terrapin overcame numerous implementation challenges when replacing a legacy technology platform for a Fortune 500 brokerage firm. THE CLIENT This Terrapin Technologies client is a leading nationwide brokerage firm. As a full-service bank broker-dealer they provide self-directed digital accounts and advised accounts. The firm’s legacy technology platform lacked […]