Tech Debt & Risk Assessment

Is your financial technology an asset or a liability? Check all that apply to see if legacy systems are exposing your firm to operational risk.

The "Excel Bearing Wall"

You rely on a massive, complex spreadsheet (10MB+) that crashes frequently and powers a critical business function.

Key Person Risk

There is a critical process that only ONE person in the company knows how to run. If they are sick, the process stops.

Manual Data Gluing

Your highly-paid analysts spend 5+ hours a week just copying and pasting data from one system to another.

Morning Panic

You frequently discover data errors AFTER reports have been sent to clients or management.

The "Don't Touch It" Server

You have a legacy server or database that everyone is afraid to update or restart because it might not come back up.