Retail / RIA
Organizations that service the retail market segment are expected to provide customizable, detailed reporting to clients with greater frequency and improved accuracy. Account and trading volumes can be significant, putting pressure on aging technology and inefficient operations.
Enosys clients include some of the largest retail firms on the street, whose clients total 6 million accounts and above. Solutions must balance volume and service with efficient operational models that can ensure coverage and quality.
Technology and enterprise architecture must be right-sized and seamless, as volume limits the practicality of manual processes.
Success Story: Designed new client reporting infrastructure for 10MM account base. Designed processes that cut operations’ overhead by 50% vs. the legacy environment, even with an 8x increase in the daily data output.