Cloud Cost Optimization for a Leading US based Wealth Management Company

The customer belongs is one of the largest networks of independent registered investment advisers and broker-dealers within the United States. They boast a diverse and geographically dispersed team responsible for overseeing cloud resources across various accounts. This client encountered considerable obstacles in the realm of cloud cost management and accountability. They are recognized as a prominent player in the U.S. wealth management sector, boasting over 9,000 Financial Advisors and managing assets totaling $390 billion in assets under management (AUM).