“He brought a different way, a much  more modern way, of thinking about it,” said Capuzzi. “He brought us a process to help create more interaction between the business, the product people and the developers. This doesn’t mean that everything will be released once, twice or three tiems a year, but it does mean that all our major releases are going to be packaged.”

Apex, whose clients include not only advisors but many investment-centric fintech innovators, felt the need to move towards a more reliable launch cycle to make it easier for both the advisors and the fintechs on its platforms.

Capuzzi said that the new process is already paying dividends.

“We’re already seeing a major uptick in the amount of product that we’re delivering for our customers,” he said.”
 

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