Modern cloud delivery, built for compliance
Deloitte enables a wealth management firm’s digital transformation
A global investment firm worked with Deloitte to rebuild its cloud platform and operating model on Microsoft technology services, accelerating innovation, efficiency and regulatory compliance at scale.
The situation
A leading global wealth management firm faced growing pressure to increase operational efficiency and agility while keeping pace with evolving regulatory, risk, and security requirements—all without compromising client experiences.
Recognizing the need to modernize its platform and operating model to accelerate delivery and future-proof the organization, the firm engaged Deloitte to help define and execute a comprehensive cloud transformation strategy.
The solution
A self-service cloud platform built for speed and control
Deloitte worked with the firm to shape a digital transformation roadmap and rebuild its cloud platform on Microsoft Azure. To support the client’s goals—operational excellence, regulatory compliance and stronger customer experience—Deloitte organized delivery across three workstreams:
- Enablement: cloud foundations, data management and a cloud business office (CBO) for cost, security and governance
- Engineering: codified, automated processes with security and compliance built in
- Adoption: migrated developer teams and improved intake and onboarding to speed adoption
The result is a modern, self-service cloud platform that helps internal developers stay focused on business value, with compliance and security built into each step.
The impact
Measured gains in efficiency, cost, and compliance
The transformation improved operational delivery, reduced manual effort and supported stronger compliance and customer experience.
Building on this foundation, the firm plans to extend automation into back-office operations, use advanced analytics for decision-making and explore scalable solutions to support ongoing growth and innovation.
Measurable outcomes
reduction in application deployment time
reduction in intake and onboarding time
decrease in manual cloud tickets
saved through cloud cost management
James Kocsi
