Seamless collaboration drives transition at a wealth management firm.
The challenge
Meeting the unique needs of wealth management.
A leading financial services firm, recognized for its comprehensive investment management and wealth planning, had reached a pivotal technology inflection point. To help modernize its North American operations and prepare for future innovation, the company had decided to overhaul its legacy systems in favor of a new wealth management platform.
The transition required specialized technology talent with deep knowledge of wealth management and a grasp of local regulatory demands. Complicating matters, the firm needed a single partner who could provide talent solutions, strategic consulting, and ongoing operational insights. Ideally, they wanted a team embedded locally in Vancouver, where relevant expertise was scarce.
The solution
Cohesive solution delivery across diverse expertise.
To address these complex challenges, Kelly delivered a truly integrated solution. They synchronized the strengths of their IT and consulting business units with Canadian operations into a cohesive, client-centric team. Branded as Kelly Technology, the group presented a seamless front to the client, removing any confusion over accountability or responsibility.
The team then leveraged its broad Canadian network to source developers with critical platform expertise, program managers, and other technical professionals, while also providing strategic workforce intelligence to guide the client’s hiring strategies. In addition, Kelly provided real-time market data and facilitated routine business reviews to ensure the client remained fully informed throughout the engagement.
The value
Accelerated modernization for tangible value.
By acting as one team, Kelly enabled the client to accelerate its platform transformation, secure hard-to-find talent, and focus resources more efficiently. The partnership offered savings in both time and cost, as competitive value from Kelly clearly outperformed larger consulting firms on price and expertise.
Most notably, the unified approach brought peace of mind to the client. It delivered not just talent augmentation and project consulting, but a strategic ongoing partnership that proved critical for the successful rollout. This agile collaboration also positioned the firm for continued innovation and scalability to global offices, empowering its future growth in a rapidly evolving market.
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As an expert solutions and talent provider, Kelly Technology is ready to partner with you. We provide a full portfolio of customized solutions to complement your business needs from contract, contract to hire, and direct hire to full project or program delivery solutions — designed to give our clients a competitive edge by combining expert talent with technology, data analytics, and process optimization.
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“After witnessing two school systems that have successfully deployed a KES solution for their substitute staffing needs— along with the subsequent savings in hard and soft cost, time, and critical resources that our schools have realized— the question I typically ask any district on the fence is … ‘Who couldn’t afford to implement a KES program?’”
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