A medium sized Australian technology company in the Wealth Management industry was losing market share to its competitors due to out-dated and complex technology.

The company wanted to build a new web-based platform and increase their service capabilities to target large fund managers and financial planning groups.

Project

A business and technology strategy was developed to make the business competitive. An organisational structure and resource plan were developed to build and implement the platform - leading to new customers. The required staff were hired and trained over six months. The business and technology strategy was executed with new the organisational structure for software development, consulting and support. 

Result