Toptal enhances data integration for financial services firm.

Toptal streamlined data integration and improved operational efficiency for a leading broker by building new cloud infrastructure and designing APIs.

Client

A leading US financial services firm with an estimated $200 billion in client assets.

Employees

860+

Revenue

$720M

Industry

Financial Services

Delivered Services

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Challenge

The firm faced inefficiencies due to manual data processing, incompatible legacy systems, and complex partner integrations.

Solution

Automated Data Workflows

Toptal implemented automated workflows with validation processes and error handling tools, reducing manual interventions and enhancing efficiency.

Robust API Management

Toptal established standardized data mapping rules and secured APIs with robust authentication mechanisms for seamless integrations.

Outcome

Improved Efficiency

Automation led to faster transaction turnaround times, significantly reducing manual interventions and improving operational speed.

Seamless Onboarding

Robust API management enabled efficient partner onboarding while ensuring compliance with regulatory standards like GDPR.

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