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Client
The client is a premium broking and wealth management house

Business Challenge
The client needed a partner with expertise in BFS industry to deliver an integrated solution across financials, procurement, payment gateways and revenue management systems. There was a lack of digital features and integrated dashboards for real-time insights. Existing ERP had heavy customizations resulting in costlier upgrades and support.

LTI Solution
LTI’s experience in BFS industry along with Enclose framework with pre-configured best practices helped in delivering a holistic transformation with fast-track execution along with remediation of past implementations. A touchless ERP experience was delivered with LTI one-click data migration tool and test automation platform. Implementation of Oracle ERP Cloud (GL, AP, AR, Cash& Expense Management) modules across legal entities, integrating with several applications using Oracle Integration Cloud Service.

Business Benefits
Facilitated by LTI, the premium broking and wealth management house digitized its financial operations changed the way it operates, resulting in:

  • Resulting in 30% reduction in TCO of application management, supported regulatory compliance
  • Cohesive processes, unified data support for industry regulatory compliance
  • Role-based information access for finance and management reporting
Digitized Financial Operations for Premium Broking and Wealth Management House