On-Demand Webcast: How a Wealth Management Firm Increased AUM and Grew Internationally
This Mega-RIA has over $70 billion invested in more than 760 companies in 40 countries—but its strategy to expand into global markets in EU and AsiaPAC was being blocked by outdated technology.
Its legacy CRM system was ill-equipped to handle multiple lines of business with defined processes, stringent security requirements, and enterprise reporting needs across multiple regions and countries.
Watch this recorded webcast to see how this global firm was able to:
- Successfully launch into new markets
- Increase AUM by $14B since the launch
- Implement an extensible platform that can grow with the firm
- Smoothly transition to a new and powerful platform with ZERO downtime and ZERO loss of data
To watch the recording in full screen mode, click on the icon in the lower right corner of the presentation after the video begins.
About AKA Enterprise Solutions
For more than 30 years, AKA Enterprise Solutions has been dedicated to making it easier organizations to do business and innovate their way to greatness by using technology to simplify processes and reduce risks. Specializing in Microsoft Dynamics 365, Cloud Services Business Process Consulting, and Custom Application Development, we combine industry and technical experience, proven methodologies, and world-class consulting to help firms achieve their goals. The company is headquartered in New York, NY, with offices located throughout the U.S.