An early stage financial services technology company had just finalised it's business plan and needed a technology strategy to execute the business strategy.  

The company was building a web-based wealth management platform and was looking for the next stage of capital raising. As the business was technology based, a successful technology strategy and implementation plan was crucial to the business' success. 

Project

The project was to define the technology strategy and provide detailed financial and project management plans. As part of the strategy, detailed business requirements and priorities for the wealth management platform were provided. An open architecture and best of breed applications were identified and analysed.

Result 

An open integrated architecture strategy was defined and relationships with potential vendors and partners were negotiated. The detailed  business and technology strategies were included in the prospectus to investors and this resulted in a merger with an ASX listed company who provided capital for the platform's development.

A prototype of the platform was implemented at a Telco and a large fund manager.