HOW INVESTMENT FIRMS INCREASE REVENUE

Case Study

HOW INVESTMENT FIRMS INCREASE REVENUE

The Challenge

An NYC founded multinational investment firm was facing pressures to compete with financial services disruptors. They were seeking to create a high-performance, scalable, technology platform for its KIID program in order to increase revenue.

The Solution

Ness created a data service layer on top of the platform to relay necessary data to the Content Management System (CMS) that would publish the KIID for each of the funds.

The Results

As a result, the client was enabled to meet legal and compliance standards and mitigate business risk of not protecting future UCITS fund’s top-line revenue.