Case Study

Crystal: Driving digital transformation and fintech integration through a strategic turnaround

A leading wealth management group integrated a fintech startup's technology to launch a dedicated digital brand, unifying its technological footprint and enhancing advisor workflows across the organization.

Industry Wealth Management & Fintech
Tech Stack
Grisbee Kwarxio CRM Optimization Digital Onboarding Tools
Key Services
Strategy Digital Transformation M&A Integration

At a glance

Stratos supported our strategic turnaround at Crystal. Grisbee is now Kwarxio, used across the entire organization and has become a key element of our equity story.

About Crystal

The integration formed part of a wider digital strategy at Crystal to consolidate and expand its technological footprint. Following the acquisition of the startup’s technology developed via Grisbee, the group launched Kwarxio in 2022 — its first dedicated fintech brand created by asset management experts to serve digital tool development and distribution for wealth professionals and partners. Kwarxio now encapsulates digital solutions that automate and enhance every aspect of an advisor’s work-flow, from regulatory client onboarding to asset tracking and CRM optimization.

"Stratos supported our strategic turnaround at Crystal. Grisbee is now Kwarxio, used across the entire organization and has become a key element of our equity story."

Jean-Maximilien Vancayzeele CEO

Our approach

Stratos worked directly with the startup founder, CTO and key business unit leaders to design and execute a structured integration roadmap. A neutral C-level interface reported monthly to the board, surfaced issues early, and drove fast decisions. At the same time, Stratos helped recruit a Chief Digital Officer to lead the long-term digital transformation.

Stratos effectively served as an interim Chief Digital Officer for about a year, coordinating internal and external stakeholders until the newly appointed CDO took over and continued the digital transition on strong foundations.

Results

The integration plan was delivered on time and within budget, with clear governance and visbility for the board. The founding team remained engaged an fully integrated into the new setup, preserving its pace and innovation culture.

Grisbee’s technology now forms a core part of Crystal’s fintech capabilities under the Kwarxio umbrella, supporting digitalisation across the organisation and reinforcing Crystal’s market differentiation.

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