An owned operations platform for a private bank
Replacing nine subscription tools with a single self-hosted system that models the bank's real workflows.
The challenge
The bank's middle office ran on nine separate SaaS tools that did not talk to each other. Staff reconciled data between them by hand, sensitive client records were spread across external services, and the annual subscription cost kept climbing.
Our approach
We mapped every operational flow over a structured discovery phase, then built a single platform around the bank's actual processes. We replaced the stack one function at a time, so operations never paused, and deployed entirely within the bank's own infrastructure.
The outcome
The bank now runs its middle office on one owned system, with every client record held inside its own perimeter and a complete audit trail of every action. Reconciliation that once took days is now continuous.
9
SaaS tools consolidated into one owned platform
100%
Client data held within the bank's perimeter
0
Third-party subscriptions in the delivered system
