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"Davy: Optimizing operations by moving to the cloud and modernizing financial management processes"

Davy, Ireland's top wealth management and investment banking firm, modernized its financial operations with cloud-based ERP solutions. This reduced month-end closing by 30% and boosted efficiency by 20-30%. Read this case study to see how cloud migration enhances financial management capabilities.

Wealth management and investment banking firms face pressure to modernize legacy systems while maintaining service excellence. Manual processes, outdated ERP systems, and lengthy closings hinder decision-making and client responsiveness.

This case study shows how one firm transformed operations with a modern cloud ERP solution. Supported by implementation partners and structured adoption, they achieved:

• 30% reduction in month-end closing time, from 6 days to 4
• 20-30% gains in back-office efficiency
• Implementation completed in 11 months

Learn how cloud-based modernization empowers finance teams to focus on strategic analysis and client value creation.

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