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Case Study: Perks Accountants & Wealth Advisers
9/2/2021
While rapid growth has seen Perks evolve into a leading multidisciplinary financial services firm, it also presented challenges in ensuring its IT systems, processes and data insights kept pace. Not only was Perks faced with the difficulty of being restricted by the limitations of its legacy IT systems, but with the expansion into different service lines, it was becoming increasingly difficult to consolidate client data into a single source of truth.
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