Reducing Risk and Optimizing Efficiency in Investment Management

When working with a globally recognized investment management company, our experts provided top-of-the-line security and risk management within a modernized cloud architecture.

EXECUTIVE SUMMARY

reducing risk and optimizing efficiency

A global investment management firm relied on an aging on-premises data center, leading to security vulnerabilities, operational inefficiencies, and scalability concerns. With increasing cyber threats and growing regulatory demands, the firm needed a modern, secure, and resilient cloud solution. Their legacy systems were no longer able to support the level of data governance, agility, and performance required for a global financial institution operating in today’s fast-paced, compliance-driven landscape.

CleanSlate Technology Group conducted a comprehensive cloud assessment and migration strategy, ensuring a secure, high-performance cloud-native infrastructure built on the AWS platform. By implementing enhanced security controls and infrastructure optimization, CleanSlate reduced operational risk while improving efficiency and scalability.

The result? A more secure, compliant, and agile cloud environment, empowering the firm to focus on innovation while mitigating technology risks. This transformation positioned the client to scale confidently, meet new business requirements quickly, and maintain a competitive advantage in an increasingly digital marketplace.

With a long history of providing security, integration, and developer tools through IBM, CleanSlate Technology Group became a natural extension of this globally recognized investment management company. Our team provided cloud architecture services for the cloud platform and assisted in procuring IBM software through the AWS Marketplace.

The client began moving to a cloud first mentality, leveraging IBM software to manage risk and security. With a cloud first approach, CleanSlate was able to help the Enterprise Architecture team build a secure and efficient cloud platform with best-in-class practices and blueprints for their organization to leverage as applications transitioned to the cloud.

The migration initiative also introduced automation and observability tools to streamline deployment processes and provide real-time insights into system health and usage trends. This collaboration allowed the client to combine the best of AWS scalability with IBM’s enterprise-grade security capabilities, ensuring consistent performance and reliability across all business units.

challenges

There are a handful of common challenges to consider before migrating to the cloud. Maintaining data security and privacy, upkeep of performance during migration, trusting the reliability and availability of systems, utilizing the right time and resources, all while following a long-term strategy to ensure optimal performance.

To ensure a seamless migration, our experts joined the clients enterprise architecture team to provide guidance on best practices for a future platform. To prepare for the migration, our team provided blueprints and infrastructure as a code to handle varying scenarios and patterns.

Building an architecture that provides operational excellence, security, reliability, performance, cost optimization, and sustainability broadens the migration landscape to move out of data centers, which allows the client to follow enterprise architecture patterns.

When implementing a solution focused on risk management—something especially significant in financing industries—a lot of internal stress can occur. With years of experience in the IBM and AWS space and an integrated discovery process at the beginning of the work, our team was able to deliver the solutions in a seamless, timely manner.

Solutions

Optimized Security

With CloudPak for Security, the financial firm has much less to worry about regarding risk management and overall security. By adopting a zero-trust mindset, this firm is set up for success long-term.

Results

Optimized

Data Security

Increased

Efficiency and Profitability

Improved

Risk Management by 90%

The Results

With upgraded security and risk management, the client is able to build stronger relationships with their business partners. And our team was able to work within a tight timeline to deliver the right solutions at the right time.

Now, this globally recognized financial partner can move their business forward with uncompromised data integrity, optimized security, and increased efficiency—leading to an increase in overall profitability.

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