Case Studies

Consulting Services Business Financial Services & Insurance Case Study: Major Mutual Fund


Consulting Services Business Financial Services & Insurance Case Study: Major Mutual Fund

A major mutual fund had a wealth of data that was essentially lying fallow.

The customer knew there was an abundance of great insight buried within their data, and thought if they could find a way to access this data in a meaningful way, they’d be able to better address their customers needs. The mutual fund had good instincts—if customers had tools to analyze their profiles and advice that could help with better decision making, then they would feel confident in taking “the next best step” for their investment portfolio.

A Formula To Yield Intelligent Decision Making

A team of 42 cross-functional, divisionally-diverse, globally distributed team members worked over the course of several years to develop and implement a solution that could pull data from multiple investing platforms into an operational data store and from there, securely access, view, and report on the disposition of a “Product” as it is configured on the platform. To achieve this, the team wrote custom code and utilized Microsoft SharePoint 2010, WebFocus, and Oracle technologies.

Turning Action Into Insight

Because they empowered their customers, essentially arming them with the insights needed to make sound investment decisions, our client has gained an unmatched strategic advantage. Their customers now have tools at their disposal to view their portfolio, analyze their holdings, and take action around their investment options.