The investment bank is a large European player with extensive operations globally,
particularly an extensive emerging markets platform. The corporate research division was
struggling with an old legacy software solution that was merely acting as a database of
financial numbers and estimates. There was little in the form of product automation,
compliance and workflow management, or intelligent distribution to clients. The system
was old and had not seen any software maintenance or upgrades in a few years and
consequently unreliable and susceptible to breakdowns.