Enterprise Solutions Case Study #x: SERNET Financial Services
SERNET Financial Service, provides brokering of stocks and securities.
As a young generation techno savvy financial service, SERNET is proud to represent the community through the relentless pursuit of unlocking doors of prosperity for all they serve. As the company grew, there have been an extensive expansion of the customer base. Along with new customers came new products and services. The need to services customers and increase connectivity was further impacted by regulatory demands. The current way of doing business was no longer feasible. So, the move to enterprise services began.
With the ongoing demand for integrations using API services, SERNET researched the market exploring options that would be flexible enough to allow them to connect to specific institutions while supporting their brokers and customer base. The selection was difficult, costly and discouraging. There was little available that would meet their market demands, expand their connectivity, meet the regulatory requirements and be within the cost levels they could afford. As with many small companies, agility is a competitive advantage and they needed a partner along with them at the same pace, nimble and flexible. Time was running out.
Implementing Bamboo Enterprise Solutions removed third party solutions and allowed API integrations to be provided dynamically extending analysis and mobile device services. Today, this little techno savvy company uses Bamboo Technologies!
Providing:
API rapid integration to meet shifting markets and third party demands
Front-end and back-end integration with trading platforms
CRM, Sales, Business Orchestrations supporting customer service growth
Reduced overhead: third party services, and expensive trading platform services
Funding was provided through cost savings and new customer growth
Keys of Success:
Bamboo complementary “No Time to Waste” discovery laid out the plan
SERNET, was running in 30 days and fully implemented in 4 months