Case studies
Our case studies will give you an idea of the different ways that we help businesses and organisations across multiple sectors run best-practice data compliance, mitigate risk, drive cost efficiencies and nurture growth.
These compliance case studies show us helping a crypto exchange, a wealth management firm, an insurance company, a software business and a legal firm.
If you’d like to talk to us about how we could help your business, contact us. We look forward to hearing from you.
Helping a crypto exchange meet its global regulatory requirements
A crypto exchange with an urgent requirement to onboard many users for collection and surveillance asked Insightful Technology to set up SOTERIA to help it capture data from multiple sources.
Improved productivity across compliance ops by 30% for a global wealth management firm
The company was struggling with the recording of conversations for compliance and reporting purposes, with the team being reliant upon manual interventions to listen to recordings and data being archived
Enabled an insurance firm to be more competitive whilst reducing its risk profile
Issues at an insurance firm were occurring due to manual errors around its claims processing. To increase accuracy, and streamline processes, the firm needed to automate its workflows whilst increasing
Enabled an international law firm to increase its revenue
A law firm was struggling to create reports for clients and partners due to the data being stored in multiple places and many workflows being entirely manual. This approach also
Enabled a software business to increase client retention
A software business was experiencing resource drain due to complex compliance procedures and having to rely heavily on manual processes. This was resulting in the business losing customers to competitors
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Our case studies – main solutions used
Crypto exchange case study – SOTERIA solution. Go to case study…
Insurance firm case study – OneSource solution. Go to case study…
International law firm case study – OneSource solution. Go to case study…
Software business case study – PRECOGNIQ solution. Go to case study…
Wealth management firm case study – OneSource solution. Go to case study…