Case Study: How to Slash Compliance Costs by $700K in One Year?

Meet FinanceCo, a rapidly growing investment management firm with over $150M in assets under management. They were scaling quickly, onboarding new clients, and expanding their investment portfolios—but they were stuck with outdated legacy systems that couldn’t keep up with the demands of modern compliance. Their manual processes for AML (Anti-Money Laundering) and KYC (Know Your…