Document & Content Analysis
Explore Project
Cloud, Data Engineering
Core Capacities
System Modernization
Project Focus
Billions in assets, thousands of customers
Scale of Impact
2025
Year
Overview
1
The investment firm was constrained by outdated infrastructure that made reconciling billions in assets across disconnected platforms slow and error-prone. The compliance software provider faced time-consuming processes that created onboarding bottlenecks and strained its ability to serve thousands of customers. In both cases, technology was limiting growth and increasing operational risk.
2
Sierra partnered with both teams to rebuild from the inside out. For the financial institution, this meant migrating critical infrastructure to the cloud, building secure data pipelines, and consolidating reporting into a single source of truth. For the compliance provider, we automated repetitive workflows, modernized the platform architecture, and developed integrations that gave customers faster and more reliable access to compliance data.
3
• Migrated legacy systems to cloud-native environments • Built secure, real-time data pipelines for transparency and analytics • Automated manual compliance workflows to reduce turnaround times • Modernized platform architecture for scale and resilience • Integrated new tools to improve customer experience and reduce friction
4
The financial institution gained real-time visibility, improved security, and systems that scaled without downtime. The compliance platform reduced manual workload, improved onboarding speed, and raised customer satisfaction. Both organizations emerged with infrastructure designed for long-term growth and teams better equipped to deliver it.
