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case studies

GeneralPublished on: Mon Nov 07 2022

Captive Services for a Leading Wealth Technology Firm

About the Client

A wealth management software provider empowering investor with real-time portfolio reporting and insights. They specialize in data aggregation, analytics, and performance reporting.

Client’s Challenges

·        The client is a well-established firm in the USA and to future-proof their growth plans, they needed a global technology solution provider, sensitive to North American time, resource, and capability constraints.

·        To expedite their time to market, they were on the lookout for more experienced & knowledgeable resources, as they wanted to expedite their time to market.

Hexaview’s Solution

·        With all the challenges and constraints in mind, Hexaview engaged with the client in the capacity of an offshore-based delivery center to take care of their end-to-end product development.

·        We leveraged the BOT model to successfully establish the client’s own legal entity in India.

Impacts

Through the offshore delivery center, the client was able to expand its operational capabilities and gained a strategic growth powerhouse.

Key Success Factors
A comprehensive evaluation of business as well as technical requirements. Deployment of engineers with prior knowledge about the domains.