FINANCE
FINANCE
FINANCE
How We Increased Productivity by 20% for an Asset Management Company
How We Increased Productivity by 20% for an Asset Management Company
How We Increased Productivity by 20% for an Asset Management Company
Fractional CPO | Digital Transformation
Fractional CPO | Digital Transformation
Overview
Overview
Overview
IPX Retirement Platform Overhaul: Pioneering the Future of Asset Management
IPX Retirement, formerly FPS Group, managed an outdated 15-year-old legacy system that no longer met the company’s needs for modern FinTech standards. With $40 billion in assets under management, the company needed a new platform that could enhance its asset and portfolio management capabilities while automating manual processes to streamline operations. Dusseau & Co. partnered with IPX to conduct thorough research, rebuild their system from the ground up, and integrate data analytics for enhanced insights into portfolio performance. The result was a modern platform that reduced operational costs by 50%, increased productivity by 20%, and improved returns on investments by 15%.
IPX Retirement, formerly FPS Group, managed an outdated 15-year-old legacy system that no longer met the company’s needs for modern FinTech standards. With $40 billion in assets under management, the company needed a new platform that could enhance its asset and portfolio management capabilities while automating manual processes to streamline operations. Dusseau & Co. partnered with IPX to conduct thorough research, rebuild their system from the ground up, and integrate data analytics for enhanced insights into portfolio performance. The result was a modern platform that reduced operational costs by 50%, increased productivity by 20%, and improved returns on investments by 15%.
50%
Operational Cost Reduction
Achieved a 50% reduction in operational costs through automation and system efficiency improvements.
50%
Operational Cost Reduction
Achieved a 50% reduction in operational costs through automation and system efficiency improvements.
50%
Operational Cost Reduction
Achieved a 50% reduction in operational costs through automation and system efficiency improvements.
20%
Productivity Increase
Enhanced platform functionalities led to a 20% increase in productivity among IPX staff.
20%
Productivity Increase
Enhanced platform functionalities led to a 20% increase in productivity among IPX staff.
20%
Productivity Increase
Enhanced platform functionalities led to a 20% increase in productivity among IPX staff.
15%
Investment Returns Improvement
New data analytics and portfolio management tools contributed to a 15% increase in returns on investments.
15%
Investment Returns Improvement
New data analytics and portfolio management tools contributed to a 15% increase in returns on investments.
15%
Investment Returns Improvement
New data analytics and portfolio management tools contributed to a 15% increase in returns on investments.
The Challenge
IPX Retirement was operating on a legacy system over 15 years old, which was causing inefficiencies in asset and portfolio management for their $40 billion in assets. They needed to automate manual processes, integrate advanced data analytics for deeper portfolio insights, and ensure a seamless transition for their clients to a modern, user-friendly platform.
The Impact
Our overhaul of IPX Retirement’s legacy system had a profound impact on the company’s ability to manage its $40 billion in assets. By modernizing the system, automating manual processes, and integrating advanced data analytics, we helped IPX reduce operational costs by 50% and increase staff productivity by 20%. Additionally, the introduction of data-driven insights led to a 15% increase in returns on investments for their clients. Our seamless implementation of the new platform ensured a smooth transition for IPX’s customers, ultimately improving user satisfaction and enabling the company to stay competitive in the financial services market.
A Proven Process
A Proven Process
A Proven Process
Our Path to Success
Our Path to Success
Researching the client’s specific needs or challenges
We conducted in-depth research and focus groups to understand the limitations of the existing system and identify areas for improvement.
Stakeholder Engagement
Collaborated closely with IPX’s team of financial managers to understand their operational needs and integrate them into the new platform.
Compliance Focus
Ensured all regulatory and compliance requirements, including data security protocols, were met.
Vision Alignment
Fast Launch
Feature Expansion
Continuous Improvement
Researching the client’s specific needs or challenges
We conducted in-depth research and focus groups to understand the limitations of the existing system and identify areas for improvement.
Stakeholder Engagement
Collaborated closely with IPX’s team of financial managers to understand their operational needs and integrate them into the new platform.
Compliance Focus
Ensured all regulatory and compliance requirements, including data security protocols, were met.
Vision Alignment
Fast Launch
Feature Expansion
Continuous Improvement
Researching the client’s specific needs or challenges
We conducted in-depth research and focus groups to understand the limitations of the existing system and identify areas for improvement.
Stakeholder Engagement
Collaborated closely with IPX’s team of financial managers to understand their operational needs and integrate them into the new platform.
Compliance Focus
Ensured all regulatory and compliance requirements, including data security protocols, were met.
Vision Alignment
Fast Launch
Feature Expansion
Continuous Improvement
Our agency was at capacity and needed leaders who knew complex finance just as well as enterprise tech. Once I learned they had former Big 4 consulting engineers and PMs, we decided to bring them on to a very large and complex digital transformation project. They have been nothing less than great for us and hope to work on future projects together again.
Vice President of Product of Originate
Our agency was at capacity and needed leaders who knew complex finance just as well as enterprise tech. Once I learned they had former Big 4 consulting engineers and PMs, we decided to bring them on to a very large and complex digital transformation project. They have been nothing less than great for us and hope to work on future projects together again.
Vice President of Product of Originate
Our agency was at capacity and needed leaders who knew complex finance just as well as enterprise tech. Once I learned they had former Big 4 consulting engineers and PMs, we decided to bring them on to a very large and complex digital transformation project. They have been nothing less than great for us and hope to work on future projects together again.
Vice President of Product of Originate
More Success Stories
More Success Stories
Join The Impact Lab!
Stay Informed with Our Latest business and tech Insights.
Case Studies
How Drive Hunger Away Empowers Local Heroes in the Fight Against Food Insecurity
How Fundrage Helped Sarah Find Meaningful Ways to Give Back
How We Streamlined Cemetery Management with a Modern, Secure, and Mobile-Responsive Solution
How We Improved Efficiency and Scalability for a SMB Lending Company by 73.5%
How We Enabled Enterprise-Grade Procurement for Large Enterprises with a 2-Month Digital Overhaul
How We Expanded Daily Active Users by 76% in Just 8 Months
How We Increased Vaccination Compliance by 97%
How We Reduced Feature Development Time from 1 Year to 2 Weeks for Empower Behavioral Health
How We Delivered a Fully Functional MVP in Just 3 months, Managing Over $300M in Real Estate Deals
How We Increased Productivity by 20% for an Asset Management Company
Services
What We Do
How We Help
Who We Help
How We Work
Pricing
Estimate your Project
About us
Our Leadership
Message from our Founder
Join The Impact Lab!
Stay Informed with Our Latest business and tech Insights.
Case Studies
How Drive Hunger Away Empowers Local Heroes in the Fight Against Food Insecurity
How Fundrage Helped Sarah Find Meaningful Ways to Give Back
How We Streamlined Cemetery Management with a Modern, Secure, and Mobile-Responsive Solution
How We Improved Efficiency and Scalability for a SMB Lending Company by 73.5%
How We Enabled Enterprise-Grade Procurement for Large Enterprises with a 2-Month Digital Overhaul
How We Expanded Daily Active Users by 76% in Just 8 Months
How We Increased Vaccination Compliance by 97%
How We Reduced Feature Development Time from 1 Year to 2 Weeks for Empower Behavioral Health
How We Delivered a Fully Functional MVP in Just 3 months, Managing Over $300M in Real Estate Deals
How We Increased Productivity by 20% for an Asset Management Company
Services
What We Do
How We Help
Who We Help
How We Work
Pricing
Estimate your Project
About us
Our Leadership
Message from our Founder
Join The Impact Lab!
Stay Informed with Our Latest business and tech Insights.
Case Studies
How Drive Hunger Away Empowers Local Heroes in the Fight Against Food Insecurity
How Fundrage Helped Sarah Find Meaningful Ways to Give Back
How We Streamlined Cemetery Management with a Modern, Secure, and Mobile-Responsive Solution
How We Improved Efficiency and Scalability for a SMB Lending Company by 73.5%
How We Enabled Enterprise-Grade Procurement for Large Enterprises with a 2-Month Digital Overhaul
How We Expanded Daily Active Users by 76% in Just 8 Months
How We Increased Vaccination Compliance by 97%
How We Reduced Feature Development Time from 1 Year to 2 Weeks for Empower Behavioral Health
How We Delivered a Fully Functional MVP in Just 3 months, Managing Over $300M in Real Estate Deals
How We Increased Productivity by 20% for an Asset Management Company
Services
What We Do
How We Help
Who We Help
How We Work
Pricing
Estimate your Project
About us
Our Leadership
Message from our Founder
