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The disappointing truth about technological transformation in financial services is that most major implementations fail—not because the technology doesn’t work, but because organizations try to change everything at once. We’ve been working with a client to implement new analytics capabilities, but thanks to FinMason’s modularity, the implementation was neither lengthy nor difficult. They needed roughly…

An Asset Management firm had a good problem: they were growing rapidly. Over the course of three years, their assets under management grew from $30 billion to $45 billion, driven by strong performance and a growing reputation among institutional clients. But success was creating considerable strain. Their Chief Operating Officer found herself in a difficult…