Complex Integration Delivered on Time

The client

Our client, one of the 25 largest U.S. commercial financial holding companies, is strategically aligned around its Commercial Bank, Retail Bank, and Wealth Management segments.

Industry:

Financial Services

What we did

Data & Analytics
Program Management
Engineering
Data Management
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Outcomes

9
months to go-live for a full-scale brokerage business transition
Cross-functional PODS
stood up quickly across two geographies with hybrid requirements
“I engaged Nimbl because I knew they could move fast, and they did. The project was extremely complex and aggressive. We executed it in nine months, and that simply wouldn’t have been possible without Nimbl’s team.”
Former Domain CIO, Retail & Wealth Management

Key takeaways

  1. Enhancing the Payment Process Domain Experience to enable a Seamless Brokerage Transition
01.

Enhancing the Payment Process Domain Experience to enable a Seamless Brokerage Transition

Project summary

Faced with the need to transition its brokerage business to another platform rapidly, our client turned to Nimbl for its NimblPODS Solution. With an aggressive nine-month deadline and a need for on-site, hybrid resources across the US, Nimbl stood up multiple custom PODS comprised of analysts, engineers, and program leadership.

Nimbl's ability to deliver quality resources quickly and manage vendor constraints was critical to the success of the transition. Our NimblPODS solution enabled our client’s team to maintain project momentum, meet integration requirements, and retain essential data and processes without disrupting service.

Our Process

02.

Recommendations

03.

Impact

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