AT A GLANCE In an effort to enable StashAway’s rapid expansion across the region, the company needed to identify ways to improve the efficiency, and minimize the error rates, of existing operational processes, in particular the customer screening process. Business overview StashAway is a digital wealth management platform founded in Singapore in 2016 that offers investment and cash management portfolios for both retail and accredited investors. It has diversified its offering to customers with different risk appetites, managing investment portfolios for growth, yield and cash management-focused customers. Assets have grown over 300% year-over-year* as customers have found the online experience, along with the strong portfolio of products, preferable to existing solutions in the

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