by James Pfeiffer | Jan 16, 2020 | Data and Technology
What is a Business Case and Why You Need One Building a bulletproof 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...
by James Pfeiffer | Sep 26, 2019 | Data and Technology
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...
by James Pfeiffer | Jun 24, 2019 | Data and Technology
Like many businesses, investment services firms frequently debate building technology in-house vs. outsourcing. There are hidden costs and challenges with building in-house systems. An infrastructure in which systems can talk to each other and facilitates business...
by James Pfeiffer | Aug 3, 2016 | Operational Excellence
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...
by James Pfeiffer | Nov 17, 2015 | Operational Excellence
Learn How Terrapin Helps Clients Overcome System Integration Challenges Terrapin Technologies recently sponsored the Cramer-Beacon Technology Roundtable in Denver, Colorado. While there were many great conversations at this event, one topic in particular stood out to...
