Success Stories / Wealth Management

wealth_management.jpegAlign Orchestrates Wealth Management Services Client’s Technology Modernization on a Global Scale.

Our client, one of the top 100 firms in the world and a global leader in Wealth Management services, was undertaking a global refresh of their technology infrastructure’s key elements. Determined to upgrade over 10-year-old legacy environments, standardize on new platforms and reduce technology risk within their entire organization, they turned to Align for technical assistance and the assurance that their projects would be completed successfully.


Our Solution

In early 2015, Align was called in to manage multiple critical path work streams, including:

  • Global Connectivity Audit of all External Circuits into the Bank’s Core Infrastructure
  • London Campus and Office Consolidation
  • Deployment and Migration of Legacy Technologies onto a Next-Generation Network Infrastructure (NGNI) Platform
  • Roll-out of a Next-Generation Transport Network (NGTN) to Improve Access, Metro and Long-haul Segments

The mandate was to complete these objectives in a 12 to 36-month timeframe with no downtime or impact to the business. Align created a Project Management Office (PMO) to provide visibility and mitigate program risk and led a team of project managers and Subject Matter Experts (SMEs) in areas from telecom and circuit specialists to data center and infrastructure experts, application and networking professionals to trading floor specialists, each with extensive experience successfully delivering similar engagements.


The Result

With guidance and assistance from Align, the client modernized their technology, adding value by improving data accuracy, increasing efficiency and reducing risk across their global IT infrastructure. Align helped cleanse the connectivity repository for data accuracy, consolidated circuits for resource efficiency and instituted procedures to effecitvely maintain compliance and security. For an efficient, centralized headquarters, Align facilitated the consolidation of offices and data centers and the relocation of their workplace technology. Additionally, Align helped the client deploy a platform to update their network infrastructure and a transport network for improved global communications. Throughout the project, Align’s PMO successfully mitigated risk while completing each program and achieving its targeted benefits. As a testament to our success, the client chose Align to be their trusted, strategic partner in several additional projects.