The client, a large financial institution, has been providing brokerage services for more than 20 years. Like any other fintech company, they must secure compliance with state regulators while maintaining excellent customer service. Embracing new technology would allow them to streamline and simplify mundane bureaucratic procedures by adopting a platform of automation.
The client was looking for IT brainpower to develop effective online banking software and integrate relevant technology into their processes. Softage rose to the challenge.