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. […]
In-house Vs. Outsourcing 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 automation is essential. Here are three reasons your firm should consider outsourcing your technology functions. 3 […]
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 […]
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 us: the need for Broker-Dealer’s to have an integrated technology platform and the challenges in making this a reality. There […]