Global Investment Management Company
Background A global investment management company recently spun off from a major wealth management fund and needed to secure its disaster recovery site that would seamlessly transition operations in case of structural damage. J2 Solutions was in charge of selecting a DR vendor who could meet the strict demands of a financial services client with […]
Midsize Wealth Management Company
Background A midsize wealth management company was looking to automate its highly manual buy/sell fixed income ticketing system to simplify its ability to buy fixed assets for its clients. The client was looking to streamline its processes and reduce data inconsistencies across various departments throughout the company. J2 Solutions needed to assess and unify the […]