Case Studies


ID-Pal Case Study – Credit Union Launches Member-Driven Technology

13th February 2019

Company: ID-Pal
In 2018, TUI Credit Union rolled out the ID-Pal solution across their Credit Union. Using the ID-Pal member app, members are now able to securely submit their on-boarding documentation at their own convenience – anytime, anywhere in less than a minute – making the on-boarding process extremely simple and convenient for members.... read more

Case Study: Lupton Family Office Implements FundCount Accounting Software

18th December 2018

Company: FundCount
FundCount's integrated portfolio and partnership accounting software brings greater visibility and efficiency to the Lupton single family office. Download the case study to learn more. read more

Case study: Argenta

11th December 2018

Company: Five Degrees
Get to know why Argenta is certain that the Matrix platform was the best match for Argenta's requirements and how Matrix allows Argenta to integrate other services, both at the front end and at the back end. Download the case study here. read more

FundCount Case Study: Providing Accounting Software to PKF O'Connor Davies

6th November 2018

Company: FundCount
FundCount's comprehensive accounting and reporting software seamlessly integrates all investment and partnership accounting through a single general ledger. It enables PKF O'Connor Davies' multi-family office and fund administration businesses to support funds, endowments, private foundations, family offices and other clients regardless of... read more

Case study: Knab

26th September 2018

Company: Five Degrees
Learn how Knab has made a significant impact on the Dutch banking scene by running a full-service digital banking platform powered by Matrix mid. read more

Farm Credit Bank of Texas Doubles Loan Portfolio with All-In-One Lending

28th August 2018

Company: Finastra
Discover how Farm Credit Bank of Texas is unifying its entire lending portfolio with an integrated approach that boosts operational insight and efficiency, and gives its business room to grow. read more

Banco Popular Consolidates and Transforms Commercial Lending

28th August 2018

Company: Finastra
See how Banco Popular de Puerto Rico is working to consolidate its existing portfolio of 17 lending applications to just five, using Fusion Loan IQ acting as its strategic foundation. read more

Crédit Agricole CIB Secures Competitive Lead

28th August 2018

Company: Finastra
See how Crédit Agricole CIB has given its customers unprecedented control and visibility of all its traditional trade and open account transactions through a single platform, Fusion Corporate Channels. read more

State Bank of India Reinvents its Trade Finance Business for the Digital Age

28th August 2018

Company: Finastra
Find out how State Bank of India has partnered with Finastra and Encore Theme Technologies to offer efficient global trade execution capabilities and a richer digital experience - helping triple trade finance transactions and win valuable new business. read more

BIDV Leads the Market with Pioneering Treasury Services

28th August 2018

Company: Finastra
Learn how BIDV has shortened development cycles for new products by 75%, helping the bank to meet fast-changing market demands and stay one step ahead of competitors. read more