The client’s proprietary Billing and Commission platform was tightly integrated with their end-of-life accounting application. The replacement of the accounting application provided an opportunity to enhance the billing process and reduce the technology footprint via a modern, SaaS-based vendor product. Olmstead guided the client through a due diligence effort, assessing the market for potential partners, identifying requirements, and facilitating vendor POCs to assess functional and technical requirements and workflow capabilities.
Global Investment Manager Replacement of Proprietary Billing Platform
by geoff27 | Aug 17, 2023 | io-credential