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Securities firm digitizes its advisory business

We helped a leading Japanese securities firm redefine its customer relationships by leveraging modern technology.

Call for change

Implementing automation, data and analytics, a new customer relationship management (CRM) platform and multi-channel communications tools was a daunting task, one that was essential to get right.

When tech meets human ingenuity

By leveraging modern technology, our client has redefined how it serves customers.

A valuable difference


full-time equivalents added


work hours per year added to client-facing activities