Category: Experience-Based Acceleration

In the face of ever-stricter regulatory rules, rising client expectations for timely insights, and downward pressure on margins, wealth management firms are searching for ways to make their complex data management and reporting infrastructures less costly and more performant, reliable, and accurate—and able to support intraday reporting to better serve both internal stakeholders and clients. By leveraging the power and scalability of AWS along with Unqork’s codeless development platform, the firm was able to build highly scalable, transparent, event driven, and flexible data platform. By doing so, the firm will be able to deliver near real-time reporting, support more timely and powerful insights to advisor and client experiences, and power all new initiatives thanks to significant gains in operational efficiencies.

By Israel Mendes, Data Engineering leader – Caylent By Washim Nawaz, Analytics Specialist – AWS By Isaac Owusu-Hemeng, Customer Solutions Manager – AWS By Muz Syed, Sr. Partner Solutions Architect – AWS Caylent  In this post, we will discuss how APN Premier partner Caylent leveraged a 3-Day Experience Based Acceleration (EBA) workshop to finalize and […]