Case Studies

Case Studies

See how businesses like yours achieved real results.

Solve Wealth Management
Custody Outsourcing

Operating model redesign and removal of CASS responsibilities

Merger & Acquisition
Program Management

Manage business transformation following M&A activity

About Solve
CIO Office Integration

Streamline and integrate two investment propositions

Syatems and Vendor Selection
Wealth and Asset Manager

New technology and operating model to enable scalability

Research
Private Equity Investment Fund

Pre-Acquisition Due Diligence on a Wealth Management firm