A scale-up wealth management firm seeks to automate its multi-cloud infrastructure to improve service delivery and operational efficiency. The project involves deploying a GitOps and Infrastructure as Code (IaC) approach using Kubernetes, Terraform, and ArgoCD, ensuring robust observability and security automation with Prometheus and Grafana.
Our target audience includes high-net-worth individuals and institutional clients who demand secure, efficient, and transparent wealth management services.
Our wealth management platform experiences inefficiencies and potential security vulnerabilities due to a manually managed multi-cloud infrastructure, hindering our ability to provide seamless service to our clients.
The wealth management industry is under increasing pressure to enhance service delivery and security, partly driven by demanding client expectations and regulatory requirements, making firms willing to invest in robust IT infrastructure solutions.
Failure to automate and secure our infrastructure could lead to service disruptions, data breaches, and ultimately a loss of client trust, resulting in decreased competitiveness and revenue.
Current alternatives include traditional, manually managed infrastructure which is prone to errors and lacks agility. Competitive firms are beginning to adopt automation and advanced cloud practices to stay ahead.
This project offers a unique blend of multi-cloud flexibility, automation, and security, enabling us to deliver superior, reliable, and innovative wealth management services.
Our go-to-market strategy involves leveraging our enhanced infrastructure to attract new clients through superior service offerings and demonstrating our commitment to security and innovation in wealth management.