CompliSun – Transforming Compliance Management for Financial Services Firm
Introduction Financial firms face increasing challenges in managing compliance due to fragmented data, manual workflows, and a complex regulatory landscape. Traditional methods no longer meet the demands for accuracy, efficiency, scalability, and security. CompliSun, an AI-powered compliance platform built on AWS, automates workflows, integrates systems, and ensures robust security. With its advanced AWS technologies, CompliSun […]
Automation and Reconciliation of Wealth Management Operations with AWS
Introduction Bleakley, a registered investment advisory firm, struggled with manual processes for data extraction and reconciliation, leading to operational bottlenecks, delays, and errors. As its client base and portfolios grew, Bleakley needed a solution to automate workflows, ensure accuracy, and integrate with platforms like Orion and Egnyte. In partnership with Amazon Web Services (AWS), Digital […]